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 | $15,421 | $138,065-88.8% | $123,544-87.5% | $135,375-88.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -65.60% | 153.68%-219.3pp | 119.20%-184.8pp | 519.73%-585.3pp |
| Employer contribution / active EE | $3,720 | $5,151-27.8% | $4,628-19.6% | $4,779-22.2% |
| Participant deferral / active EE | $9,250 | $6,799+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $46 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |