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 9-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 | $14,300 | $107,791-86.7% | $90,645-84.2% | $135,375-89.4% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -13.37% | -0.90%-12.5pp | 1.88%-15.3pp | 519.73%-533.1pp |
| Employer contribution / active EE | $2,259 | $3,018-25.1% | $2,532-10.8% | $4,779-52.7% |
| Participant deferral / active EE | $4,668 | $3,872+20.6% | $3,425+36.3% | $5,609-16.8% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |