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 | $8,291 | $90,600-90.8% | $79,464-89.6% | $135,375-93.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -11.65% | 977.43%-989.1pp | 718.14%-729.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,446 | $3,068-52.9% | $2,800-48.4% | $4,779-69.7% |
| Participant deferral / active EE | $4,307 | $4,050+6.3% | $3,704+16.3% | $5,609-23.2% |
| Admin fee / account holder | $32 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |