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 | $2,982 | $75,828-96.1% | $147,614-98.0% | $59,632-95.0% |
| Participation rate | 81.1% | 71.6%+9.5pp | 84.6%-3.5pp | 68.7%+12.4pp |
| Annual return | -6.21% | 0.37%-6.6pp | 61.98%-68.2pp | 2041.28%-2047.5pp |
| Employer contribution / active EE | $614 | $3,485-82.4% | $5,564-89.0% | $2,203-72.1% |
| Participant deferral / active EE | $1,190 | $3,130-62.0% | $4,895-75.7% | $3,192-62.7% |
| Admin fee / account holder | $140 | $5,985-97.7% | $11,611-98.8% | $4,297-96.7% |