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 | $13,929 | $167,307-91.7% | $143,757-90.3% | $134,475-89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.29% | 0.46%-24.7pp | -0.04%-24.2pp | 417.96%-442.3pp |
| Employer contribution / active EE | $3,379 | $5,619-39.9% | $4,951-31.8% | $4,740-28.7% |
| Participant deferral / active EE | $5,208 | $6,446-19.2% | $5,637-7.6% | $6,400-18.6% |
| Admin fee / account holder | $286 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |