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 | $14,490 | $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 | -6.95% | 77.65%-84.6pp | 61.98%-68.9pp | 282.22%-289.2pp |
| Employer contribution / active EE | $1,977 | $6,252-68.4% | $5,564-64.5% | $4,866-59.4% |
| Participant deferral / active EE | $5,228 | $5,507-5.1% | $4,895+6.8% | $5,352-2.3% |
| Admin fee / account holder | $285 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |