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 9-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 | $5,758 | $99,032-94.2% | $80,019-92.8% | $135,375-95.7% |
| Participation rate | 93.3% | 78.4%+15.0pp | 75.8%+17.5pp | 82.6%+10.7pp |
| Annual return | -28.81% | 15.39%-44.2pp | 11.22%-40.0pp | 519.73%-548.5pp |
| Employer contribution / active EE | $1,515 | $3,043-50.2% | $2,468-38.6% | $4,779-68.3% |
| Participant deferral / active EE | $2,612 | $4,282-39.0% | $3,686-29.1% | $5,609-53.4% |
| Admin fee / account holder | $14 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |