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 | $10,362 | $138,065-92.5% | $123,544-91.6% | $135,375-92.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -10.16% | 153.68%-163.8pp | 119.20%-129.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,189 | $5,151-76.9% | $4,628-74.3% | $4,779-75.1% |
| Participant deferral / active EE | $2,801 | $6,799-58.8% | $6,426-56.4% | $5,609-50.1% |
| Admin fee / account holder | $63 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |