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 | $18,789 | $77,813-75.9% | $123,544-84.8% | $64,186-70.7% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -11.16% | 12.48%-23.6pp | 119.20%-130.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $2,734 | $3,014-9.3% | $4,628-40.9% | $2,381+14.8% |
| Participant deferral / active EE | $4,542 | $5,240-13.3% | $6,426-29.3% | $3,470+30.9% |
| Admin fee / account holder | $99 | $5,519-98.2% | $9,284-98.9% | $4,888-98.0% |