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 | $8,049 | $211,958-96.2% | $169,463-95.3% | $135,375-94.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.48% | 3.26%-15.7pp | 1.83%-14.3pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,516 | $5,120-50.9% | $4,159-39.5% | $4,779-47.4% |
| Participant deferral / active EE | $3,734 | $6,075-38.5% | $5,277-29.2% | $5,609-33.4% |
| Admin fee / account holder | $44 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |