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 | $42,136 | $779,308-94.6% | $748,470-94.4% | $350,408-88.0% |
| Participation rate | 100.0% | 27.7%+72.3pp | 21.7%+78.3pp | 44.4%+55.6pp |
| Annual return | -17.78% | -0.99%-16.8pp | 0.46%-18.2pp | -14.65%-3.1pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $9,188 | $131+6894.7% | $231+3878.3% | $60+15236.0% |
| Admin fee / account holder | $30 | $32,803-99.9% | $29,938-99.9% | $14,631-99.8% |