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 | $10,944 | $87,540-87.5% | $75,781-85.6% | $125,391-91.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -8.70% | 13.48%-22.2pp | 9.68%-18.4pp | 282.22%-290.9pp |
| Employer contribution / active EE | $2,848 | $3,930-27.5% | $3,323-14.3% | $4,866-41.5% |
| Participant deferral / active EE | $4,940 | $4,229+16.8% | $3,651+35.3% | $5,352-7.7% |
| Admin fee / account holder | $177 | $6,502-97.3% | $5,299-96.7% | $9,540-98.1% |