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 | $20,401 | $135,635-85.0% | $110,238-81.5% | $135,375-84.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -11.73% | 513.19%-524.9pp | 314.74%-326.5pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,728 | $4,906-64.8% | $3,826-54.8% | $4,779-63.8% |
| Participant deferral / active EE | $4,406 | $5,506-20.0% | $4,672-5.7% | $5,609-21.4% |
| Admin fee / account holder | $53 | $11,457-99.5% | $8,547-99.4% | $10,827-99.5% |