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 | $15,948 | $140,588-88.7% | $123,104-87.0% | $125,391-87.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -16.60% | 16.80%-33.4pp | 13.22%-29.8pp | 282.22%-298.8pp |
| Employer contribution / active EE | $3,727 | $6,041-38.3% | $5,151-27.7% | $4,866-23.4% |
| Participant deferral / active EE | $9,446 | $6,980+35.3% | $6,230+51.6% | $5,352+76.5% |
| Admin fee / account holder | $230 | $11,198-97.9% | $9,015-97.5% | $9,540-97.6% |