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 8-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 | $6,395 | $97,757-93.5% | $83,848-92.4% | $135,375-95.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -13.14% | 1287.37%-1300.5pp | 850.88%-864.0pp | 519.73%-532.9pp |
| Employer contribution / active EE | $1,756 | $4,222-58.4% | $3,631-51.6% | $4,779-63.3% |
| Participant deferral / active EE | $2,695 | $4,682-42.4% | $4,082-34.0% | $5,609-52.0% |
| Admin fee / account holder | $56 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |