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 | $17,797 | $180,449-90.1% | $154,107-88.5% | $135,375-86.9% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -12.84% | 888.09%-900.9pp | 735.12%-748.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,731 | $6,035-71.3% | $5,298-67.3% | $4,779-63.8% |
| Participant deferral / active EE | $5,230 | $5,806-9.9% | $5,081+2.9% | $5,609-6.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |