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 | $11,108 | $138,065-92.0% | $123,544-91.0% | $135,375-91.8% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -10.91% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $980 | $5,151-81.0% | $4,628-78.8% | $4,779-79.5% |
| Participant deferral / active EE | $3,134 | $6,799-53.9% | $6,426-51.2% | $5,609-44.1% |
| Admin fee / account holder | $228 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |