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 | $18,250 | $135,635-86.5% | $110,238-83.4% | $135,375-86.5% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -11.25% | 513.19%-524.4pp | 314.74%-326.0pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,586 | $4,906-67.7% | $3,826-58.6% | $4,779-66.8% |
| Participant deferral / active EE | $3,604 | $5,506-34.5% | $4,672-22.9% | $5,609-35.7% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |