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 | $20,100 | $138,065-85.4% | $123,544-83.7% | $135,375-85.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.60% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,491 | $5,151-71.1% | $4,628-67.8% | $4,779-68.8% |
| Participant deferral / active EE | $7,672 | $6,799+12.8% | $6,426+19.4% | $5,609+36.8% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |