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 | $17,226 | $92,222-81.3% | $76,768-77.6% | $135,375-87.3% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -10.12% | 5.46%-15.6pp | 2.43%-12.5pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,177 | $3,216-63.4% | $2,485-52.6% | $4,779-75.4% |
| Participant deferral / active EE | $2,977 | $4,509-34.0% | $3,852-22.7% | $5,609-46.9% |
| Admin fee / account holder | $128 | $10,748-98.8% | $6,675-98.1% | $10,827-98.8% |