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 | $1,627 | $87,540-98.1% | $75,781-97.9% | $125,391-98.7% |
| Participation rate | 86.4% | 80.2%+6.2pp | 75.8%+10.5pp | 83.2%+3.2pp |
| Annual return | -18.33% | 13.48%-31.8pp | 9.68%-28.0pp | 282.22%-300.6pp |
| Employer contribution / active EE | $667 | $3,930-83.0% | $3,323-79.9% | $4,866-86.3% |
| Participant deferral / active EE | $1,082 | $4,229-74.4% | $3,651-70.4% | $5,352-79.8% |
| Admin fee / account holder | $48 | $6,502-99.3% | $5,299-99.1% | $9,540-99.5% |