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 | $14,332 | $92,222-84.5% | $76,768-81.3% | $135,375-89.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.24% | 5.46%-15.7pp | 2.43%-12.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,570 | $3,216+11.0% | $2,485+43.7% | $4,779-25.3% |
| Participant deferral / active EE | $10,200 | $4,509+126.2% | $3,852+164.8% | $5,609+81.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |