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 | $13,502 | $127,386-89.4% | $115,037-88.3% | $125,391-89.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.60% | 31.28%-40.9pp | 26.14%-35.7pp | 282.22%-291.8pp |
| Employer contribution / active EE | $5,693 | $5,166+10.2% | $4,608+23.5% | $4,866+17.0% |
| Participant deferral / active EE | $9,119 | $6,423+42.0% | $6,026+51.3% | $5,352+70.4% |
| Admin fee / account holder | $34 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |