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 | $5,218 | $57,354-90.9% | $83,848-93.8% | $64,186-91.9% |
| Participation rate | 70.4% | 68.6%+1.8pp | 76.1%-5.8pp | 69.6%+0.8pp |
| Annual return | -35.85% | 11.38%-47.2pp | 850.88%-886.7pp | 7.63%-43.5pp |
| Employer contribution / active EE | $620 | $2,545-75.6% | $3,631-82.9% | $2,381-74.0% |
| Participant deferral / active EE | $3,053 | $2,993+2.0% | $4,082-25.2% | $3,470-12.0% |
| Admin fee / account holder | $281 | $4,046-93.1% | $5,478-94.9% | $4,888-94.3% |