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 | $9,633 | $138,065-93.0% | $123,544-92.2% | $135,375-92.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -19.31% | 153.68%-173.0pp | 119.20%-138.5pp | 519.73%-539.0pp |
| Employer contribution / active EE | $1,106 | $5,151-78.5% | $4,628-76.1% | $4,779-76.9% |
| Participant deferral / active EE | $5,038 | $6,799-25.9% | $6,426-21.6% | $5,609-10.2% |
| Admin fee / account holder | $9 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |