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 | $19,370 | $72,277-73.2% | $101,248-80.9% | $79,858-75.7% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | -6.62% | 22.30%-28.9pp | 46.47%-53.1pp | 31.71%-38.3pp |
| Employer contribution / active EE | $3,710 | $2,692+37.8% | $3,660+1.4% | $2,471+50.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $169 | $4,400-96.2% | $5,945-97.2% | $5,306-96.8% |