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 7-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 | $13,273 | $180,449-92.6% | $154,107-91.4% | $135,375-90.2% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -14.10% | 888.09%-902.2pp | 735.12%-749.2pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,338 | $6,035-77.8% | $5,298-74.7% | $4,779-72.0% |
| Participant deferral / active EE | $4,872 | $5,806-16.1% | $5,081-4.1% | $5,609-13.1% |
| Admin fee / account holder | $144 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |