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 | $14,832 | $99,032-85.0% | $80,019-81.5% | $135,375-89.0% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -28.10% | 15.39%-43.5pp | 11.22%-39.3pp | 519.73%-547.8pp |
| Employer contribution / active EE | $1,681 | $3,043-44.8% | $2,468-31.9% | $4,779-64.8% |
| Participant deferral / active EE | $2,226 | $4,282-48.0% | $3,686-39.6% | $5,609-60.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |