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 | $2,850 | $140,578-98.0% | $100,671-97.2% | $125,391-97.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -18.75% | 24.67%-43.4pp | 20.43%-39.2pp | 282.22%-301.0pp |
| Employer contribution / active EE | $2,279 | $5,965-61.8% | $4,012-43.2% | $4,866-53.2% |
| Participant deferral / active EE | $451 | $3,981-88.7% | $3,144-85.7% | $5,352-91.6% |
| Admin fee / account holder | $12 | $6,716-99.8% | $4,850-99.8% | $9,540-99.9% |