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 | $12,218 | $180,449-93.2% | $154,107-92.1% | $135,375-91.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -17.95% | 888.09%-906.0pp | 735.12%-753.1pp | 519.73%-537.7pp |
| Employer contribution / active EE | $1,910 | $6,035-68.3% | $5,298-63.9% | $4,779-60.0% |
| Participant deferral / active EE | $4,374 | $5,806-24.7% | $5,081-13.9% | $5,609-22.0% |
| Admin fee / account holder | $131 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |