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 | $13,086 | $64,707-79.8% | $112,228-88.3% | $68,494-80.9% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -20.23% | -11.40%-8.8pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $928 | $2,746-66.2% | $3,635-74.5% | $2,596-64.2% |
| Participant deferral / active EE | $2,663 | $3,565-25.3% | $4,728-43.7% | $4,027-33.9% |
| Admin fee / account holder | $116 | $5,232-97.8% | $6,410-98.2% | $5,403-97.8% |