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 6-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 | $8,150 | $100,754-91.9% | $86,677-90.6% | $134,475-93.9% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -21.85% | 29.04%-50.9pp | 35.91%-57.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,591 | $3,489-54.4% | $2,836-43.9% | $4,740-66.4% |
| Participant deferral / active EE | $1,825 | $5,338-65.8% | $4,656-60.8% | $6,400-71.5% |
| Admin fee / account holder | $236 | $10,926-97.8% | $7,493-96.9% | $11,426-97.9% |