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 | $21,587 | $113,935-81.1% | $94,224-77.1% | $125,391-82.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -8.82% | 5.29%-14.1pp | 10.68%-19.5pp | 282.22%-291.0pp |
| Employer contribution / active EE | $2,422 | $4,727-48.8% | $3,587-32.5% | $4,866-50.2% |
| Participant deferral / active EE | $5,572 | $5,179+7.6% | $4,320+29.0% | $5,352+4.1% |
| Admin fee / account holder | $29 | $8,391-99.7% | $6,269-99.5% | $9,540-99.7% |