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 | $9,016 | $71,883-87.5% | $86,677-89.6% | $68,494-86.8% |
| Participation rate | 82.1% | 72.2%+9.8pp | 76.6%+5.5pp | 67.9%+14.2pp |
| Annual return | -24.35% | 3.52%-27.9pp | 35.91%-60.3pp | -7.84%-16.5pp |
| Employer contribution / active EE | $2,127 | $2,173-2.1% | $2,836-25.0% | $2,596-18.1% |
| Participant deferral / active EE | $3,548 | $3,779-6.1% | $4,656-23.8% | $4,027-11.9% |
| Admin fee / account holder | $123 | $6,112-98.0% | $7,493-98.4% | $5,403-97.7% |