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 | $7,814 | $92,222-91.5% | $76,768-89.8% | $135,375-94.2% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -10.14% | 5.46%-15.6pp | 2.43%-12.6pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,215 | $3,216-31.1% | $2,485-10.9% | $4,779-53.7% |
| Participant deferral / active EE | $1,898 | $4,509-57.9% | $3,852-50.7% | $5,609-66.2% |
| Admin fee / account holder | $219 | $10,748-98.0% | $6,675-96.7% | $10,827-98.0% |