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 | $16,936 | $135,635-87.5% | $110,238-84.6% | $135,375-87.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -12.71% | 513.19%-525.9pp | 314.74%-327.5pp | 519.73%-532.4pp |
| Employer contribution / active EE | $1,229 | $4,906-75.0% | $3,826-67.9% | $4,779-74.3% |
| Participant deferral / active EE | $4,357 | $5,506-20.9% | $4,672-6.7% | $5,609-22.3% |
| Admin fee / account holder | $137 | $11,457-98.8% | $8,547-98.4% | $10,827-98.7% |