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 | $29,964 | $209,411-85.7% | $178,490-83.2% | $158,922-81.1% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | -2.59% | 188.75%-191.3pp | 151.07%-153.7pp | 302.83%-305.4pp |
| Employer contribution / active EE | $2,857 | $5,706-49.9% | $5,011-43.0% | $4,761-40.0% |
| Participant deferral / active EE | $3,083 | $5,954-48.2% | $5,202-40.7% | $5,982-48.5% |
| Admin fee / account holder | $122 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |