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 | $18,488 | $138,065-86.6% | $123,544-85.0% | $135,375-86.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -56.17% | 153.68%-209.9pp | 119.20%-175.4pp | 519.73%-575.9pp |
| Employer contribution / active EE | $3,675 | $5,151-28.7% | $4,628-20.6% | $4,779-23.1% |
| Participant deferral / active EE | $7,287 | $6,799+7.2% | $6,426+13.4% | $5,609+29.9% |
| Admin fee / account holder | $24 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |