See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,612 | $168,632-83.6% | $147,614-81.3% | $125,391-78.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.33% | 77.65%-82.0pp | 61.98%-66.3pp | 282.22%-286.6pp |
| Employer contribution / active EE | $8,025 | $6,252+28.4% | $5,564+44.2% | $4,866+64.9% |
| Participant deferral / active EE | $3,700 | $5,507-32.8% | $4,895-24.4% | $5,352-30.9% |
| Admin fee / account holder | $189 | $13,580-98.6% | $11,611-98.4% | $9,540-98.0% |