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 10-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 | $19,239 | $138,065-86.1% | $123,544-84.4% | $135,375-85.8% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -18.18% | 153.68%-171.9pp | 119.20%-137.4pp | 519.73%-537.9pp |
| Employer contribution / active EE | $1,627 | $5,151-68.4% | $4,628-64.8% | $4,779-66.0% |
| Participant deferral / active EE | $3,974 | $6,799-41.5% | $6,426-38.1% | $5,609-29.1% |
| Admin fee / account holder | $181 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |