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 | $7,620 | $40,256-81.1% | $57,343-86.7% | $59,632-87.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -9.83% | 27.49%-37.3pp | 24.39%-34.2pp | 2041.28%-2051.1pp |
| Employer contribution / active EE | $4,963 | $1,922+158.3% | $2,689+84.6% | $2,203+125.3% |
| Participant deferral / active EE | $974 | $2,399-59.4% | $3,162-69.2% | $3,192-69.5% |
| Admin fee / account holder | $207 | $2,818-92.6% | $3,356-93.8% | $4,297-95.2% |