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 5-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 | $5,786 | $100,754-94.3% | $86,677-93.3% | $134,475-95.7% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -26.22% | 29.04%-55.3pp | 35.91%-62.1pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,203 | $3,489-65.5% | $2,836-57.6% | $4,740-74.6% |
| Participant deferral / active EE | $2,233 | $5,338-58.2% | $4,656-52.0% | $6,400-65.1% |
| Admin fee / account holder | $172 | $10,926-98.4% | $7,493-97.7% | $11,426-98.5% |