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 | $8,253 | $99,032-91.7% | $80,019-89.7% | $135,375-93.9% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -11.80% | 15.39%-27.2pp | 11.22%-23.0pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,326 | $3,043-56.4% | $2,468-46.3% | $4,779-72.3% |
| Participant deferral / active EE | $1,326 | $4,282-69.0% | $3,686-64.0% | $5,609-76.4% |
| Admin fee / account holder | $87 | $10,436-99.2% | $6,521-98.7% | $10,827-99.2% |