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 | $21,966 | $180,449-87.8% | $154,107-85.7% | $135,375-83.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.31% | 888.09%-902.4pp | 735.12%-749.4pp | 519.73%-534.0pp |
| Employer contribution / active EE | $3,287 | $6,035-45.5% | $5,298-38.0% | $4,779-31.2% |
| Participant deferral / active EE | $8,297 | $5,806+42.9% | $5,081+63.3% | $5,609+47.9% |
| Admin fee / account holder | $153 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |