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 | $21,155 | $72,404-70.8% | $110,238-80.8% | $64,186-67.0% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -8.34% | -6.29%-2.1pp | 314.74%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,260 | $2,282-44.8% | $3,826-67.1% | $2,381-47.1% |
| Participant deferral / active EE | $4,532 | $3,469+30.6% | $4,672-3.0% | $3,470+30.6% |
| Admin fee / account holder | $288 | $5,664-94.9% | $8,547-96.6% | $4,888-94.1% |