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 | $13,025 | $138,065-90.6% | $123,544-89.5% | $135,375-90.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -16.08% | 153.68%-169.8pp | 119.20%-135.3pp | 519.73%-535.8pp |
| Employer contribution / active EE | $981 | $5,151-81.0% | $4,628-78.8% | $4,779-79.5% |
| Participant deferral / active EE | $3,297 | $6,799-51.5% | $6,426-48.7% | $5,609-41.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |