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 10-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 | $12,242 | $92,222-86.7% | $76,768-84.1% | $135,375-91.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -8.87% | 5.46%-14.3pp | 2.43%-11.3pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,487 | $3,216-53.8% | $2,485-40.2% | $4,779-68.9% |
| Participant deferral / active EE | $2,825 | $4,509-37.3% | $3,852-26.7% | $5,609-49.6% |
| Admin fee / account holder | $209 | $10,748-98.1% | $6,675-96.9% | $10,827-98.1% |