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 | $10,725 | $148,534-92.8% | $135,903-92.1% | $139,434-92.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | -91.98% | 79.19%-171.2pp | 68.23%-160.2pp | 372.94%-464.9pp |
| Employer contribution / active EE | $2,904 | $5,243-44.6% | $4,856-40.2% | $4,751-38.9% |
| Participant deferral / active EE | $5,384 | $8,100-33.5% | $7,758-30.6% | $6,710-19.8% |
| Admin fee / account holder | $225 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |