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 | $14,167 | $87,540-83.8% | $75,781-81.3% | $125,391-88.7% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -9.15% | 13.48%-22.6pp | 9.68%-18.8pp | 282.22%-291.4pp |
| Employer contribution / active EE | $2,777 | $3,930-29.3% | $3,323-16.4% | $4,866-42.9% |
| Participant deferral / active EE | $4,437 | $4,229+4.9% | $3,651+21.5% | $5,352-17.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |