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 | $25,890 | $168,632-84.6% | $147,614-82.5% | $125,391-79.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.70% | 77.65%-84.3pp | 61.98%-68.7pp | 282.22%-288.9pp |
| Employer contribution / active EE | $6,004 | $6,252-4.0% | $5,564+7.9% | $4,866+23.4% |
| Participant deferral / active EE | $6,671 | $5,507+21.1% | $4,895+36.3% | $5,352+24.7% |
| Admin fee / account holder | $214 | $13,580-98.4% | $11,611-98.2% | $9,540-97.8% |