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 | $19,338 | $135,952-85.8% | $123,892-84.4% | $273,961-92.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -8.12% | 56.63%-64.7pp | 47.52%-55.6pp | 41.45%-49.6pp |
| Employer contribution / active EE | $1,998 | $5,170-61.4% | $4,617-56.7% | $4,869-59.0% |
| Participant deferral / active EE | $9,859 | $6,343+55.4% | $5,984+64.8% | $5,287+86.5% |
| Admin fee / account holder | $167 | $9,817-98.3% | $8,357-98.0% | $10,132-98.4% |