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 | $15,143 | $92,222-83.6% | $76,768-80.3% | $135,375-88.8% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -11.18% | 5.46%-16.6pp | 2.43%-13.6pp | 519.73%-530.9pp |
| Employer contribution / active EE | $765 | $3,216-76.2% | $2,485-69.2% | $4,779-84.0% |
| Participant deferral / active EE | $4,252 | $4,509-5.7% | $3,852+10.4% | $5,609-24.2% |
| Admin fee / account holder | $100 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |