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 | $14,669 | $95,971-84.7% | $74,550-80.3% | $135,375-89.2% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -9.19% | 56.96%-66.2pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,123 | $2,716-21.8% | $1,961+8.3% | $4,779-55.6% |
| Participant deferral / active EE | $3,777 | $3,843-1.7% | $3,108+21.5% | $5,609-32.7% |
| Admin fee / account holder | $28 | $6,522-99.6% | $5,060-99.5% | $10,827-99.7% |