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 | $14,533 | $168,632-91.4% | $147,614-90.2% | $125,391-88.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.28% | 77.65%-82.9pp | 61.98%-67.3pp | 282.22%-287.5pp |
| Employer contribution / active EE | $2,254 | $6,252-64.0% | $5,564-59.5% | $4,866-53.7% |
| Participant deferral / active EE | $6,029 | $5,507+9.5% | $4,895+23.2% | $5,352+12.7% |
| Admin fee / account holder | $62 | $13,580-99.5% | $11,611-99.5% | $9,540-99.4% |