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 | $13,889 | $95,971-85.5% | $74,550-81.4% | $135,375-89.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -10.02% | 56.96%-67.0pp | 32.53%-42.6pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,559 | $2,716-42.6% | $1,961-20.5% | $4,779-67.4% |
| Participant deferral / active EE | $1,973 | $3,843-48.7% | $3,108-36.5% | $5,609-64.8% |
| Admin fee / account holder | $122 | $6,522-98.1% | $5,060-97.6% | $10,827-98.9% |