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 | $14,118 | $142,344-90.1% | $119,609-88.2% | $134,475-89.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -22.05% | -12.44%-9.6pp | -14.97%-7.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,124 | $5,222-40.2% | $4,232-26.2% | $4,740-34.1% |
| Participant deferral / active EE | $6,034 | $6,469-6.7% | $5,602+7.7% | $6,400-5.7% |
| Admin fee / account holder | $123 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |