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 6-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 | $8,131 | $64,707-87.4% | $112,228-92.8% | $68,494-88.1% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -21.27% | -11.40%-9.9pp | 27.45%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $2,297 | $2,746-16.4% | $3,635-36.8% | $2,596-11.5% |
| Participant deferral / active EE | $2,029 | $3,565-43.1% | $4,728-57.1% | $4,027-49.6% |
| Admin fee / account holder | $216 | $5,232-95.9% | $6,410-96.6% | $5,403-96.0% |