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 | $4,386 | $95,862-95.4% | $79,550-94.5% | $134,475-96.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -24.55% | -2.69%-21.9pp | 0.16%-24.7pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,075 | $3,128-65.6% | $2,413-55.4% | $4,740-77.3% |
| Participant deferral / active EE | $1,714 | $4,693-63.5% | $3,985-57.0% | $6,400-73.2% |
| Admin fee / account holder | $74 | $9,126-99.2% | $6,832-98.9% | $11,426-99.4% |