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 | $20,687 | $180,449-88.5% | $154,107-86.6% | $135,375-84.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -13.32% | 888.09%-901.4pp | 735.12%-748.4pp | 519.73%-533.1pp |
| Employer contribution / active EE | $1,363 | $6,035-77.4% | $5,298-74.3% | $4,779-71.5% |
| Participant deferral / active EE | $4,863 | $5,806-16.3% | $5,081-4.3% | $5,609-13.3% |
| Admin fee / account holder | $202 | $16,143-98.7% | $13,411-98.5% | $10,827-98.1% |