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 | $12,035 | $52,681-77.2% | $75,781-84.1% | $59,632-79.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.85% | 2.95%-6.8pp | 9.68%-13.5pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $2,138 | $2,193-2.5% | $3,323-35.7% | $2,203-2.9% |
| Participant deferral / active EE | $2,704 | $2,591+4.4% | $3,651-26.0% | $3,192-15.3% |
| Admin fee / account holder | $212 | $3,610-94.1% | $5,299-96.0% | $4,297-95.1% |