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 | $22,971 | $180,449-87.3% | $154,107-85.1% | $135,375-83.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -11.16% | 888.09%-899.2pp | 735.12%-746.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,109 | $6,035-65.1% | $5,298-60.2% | $4,779-55.9% |
| Participant deferral / active EE | $6,675 | $5,806+15.0% | $5,081+31.4% | $5,609+19.0% |
| Admin fee / account holder | $254 | $16,143-98.4% | $13,411-98.1% | $10,827-97.7% |