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 8-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 | $16,225 | $180,449-91.0% | $154,107-89.5% | $135,375-88.0% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -10.39% | 888.09%-898.5pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,512 | $6,035-58.4% | $5,298-52.6% | $4,779-47.4% |
| Participant deferral / active EE | $3,707 | $5,806-36.1% | $5,081-27.0% | $5,609-33.9% |
| Admin fee / account holder | $154 | $16,143-99.0% | $13,411-98.9% | $10,827-98.6% |