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 | $15,269 | $158,817-90.4% | $121,196-87.4% | $135,375-88.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -15.66% | -0.64%-15.0pp | 16.93%-32.6pp | 519.73%-535.4pp |
| Employer contribution / active EE | $1,333 | $5,665-76.5% | $4,022-66.8% | $4,779-72.1% |
| Participant deferral / active EE | $5,212 | $4,005+30.1% | $3,344+55.8% | $5,609-7.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |