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 | $19,323 | $65,703-70.6% | $94,224-79.5% | $59,632-67.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.62% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $2,482 | $2,021+22.8% | $3,587-30.8% | $2,203+12.7% |
| Participant deferral / active EE | $4,146 | $3,143+31.9% | $4,320-4.0% | $3,192+29.9% |
| Admin fee / account holder | $132 | $4,264-96.9% | $6,269-97.9% | $4,297-96.9% |