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 | $12,083 | $95,803-87.4% | $113,168-89.3% | $84,808-85.8% |
| Participation rate | 97.1% | 72.9%+24.3pp | 76.6%+20.6pp | 68.3%+28.8pp |
| Annual return | -15.97% | 25.00%-41.0pp | 24.27%-40.2pp | 40.90%-56.9pp |
| Employer contribution / active EE | $857 | $2,360-63.7% | $2,975-71.2% | $2,631-67.4% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5 | $8,989-99.9% | $12,068-100.0% | $7,344-99.9% |