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 | $18,863 | $168,632-88.8% | $147,614-87.2% | $125,391-85.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.75% | 77.65%-85.4pp | 61.98%-69.7pp | 282.22%-290.0pp |
| Employer contribution / active EE | $11,649 | $6,252+86.3% | $5,564+109.3% | $4,866+139.4% |
| Participant deferral / active EE | $5,740 | $5,507+4.2% | $4,895+17.3% | $5,352+7.3% |
| Admin fee / account holder | $21 | $13,580-99.8% | $11,611-99.8% | $9,540-99.8% |