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 | $20,327 | $160,055-87.3% | $140,016-85.5% | $135,375-85.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.82% | 911.38%-921.2pp | 651.12%-660.9pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,090 | $6,420-67.4% | $5,606-62.7% | $4,779-56.3% |
| Participant deferral / active EE | $3,883 | $7,642-49.2% | $6,927-43.9% | $5,609-30.8% |
| Admin fee / account holder | $260 | $13,328-98.0% | $10,705-97.6% | $10,827-97.6% |