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 | $9,305 | $95,193-90.2% | $76,523-87.8% | $135,375-93.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -14.17% | 4.85%-19.0pp | -0.27%-13.9pp | 519.73%-533.9pp |
| Employer contribution / active EE | $1,995 | $3,302-39.6% | $2,647-24.6% | $4,779-58.3% |
| Participant deferral / active EE | $3,278 | $4,639-29.3% | $3,835-14.5% | $5,609-41.6% |
| Admin fee / account holder | $56 | $6,249-99.1% | $4,848-98.9% | $10,827-99.5% |