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 | $18,263 | $106,115-82.8% | $85,969-78.8% | $125,391-85.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.69% | 13.93%-18.6pp | 9.32%-14.0pp | 282.22%-286.9pp |
| Employer contribution / active EE | $2,813 | $4,537-38.0% | $3,474-19.0% | $4,866-42.2% |
| Participant deferral / active EE | $7,191 | $4,859+48.0% | $3,829+87.8% | $5,352+34.4% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |