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 | $9,265 | $56,484-83.6% | $169,463-94.5% | $64,186-85.6% |
| Participation rate | 82.9% | 64.5%+18.4pp | 77.8%+5.1pp | 69.6%+13.4pp |
| Annual return | -8.71% | -1.55%-7.2pp | 1.83%-10.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,689 | $1,832-7.8% | $4,159-59.4% | $2,381-29.1% |
| Participant deferral / active EE | $1,784 | $3,448-48.2% | $5,277-66.2% | $3,470-48.6% |
| Admin fee / account holder | $182 | $4,174-95.6% | $9,109-98.0% | $4,888-96.3% |