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 | $12,735 | $107,791-88.2% | $90,645-86.0% | $135,375-90.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -15.64% | -0.90%-14.7pp | 1.88%-17.5pp | 519.73%-535.4pp |
| Employer contribution / active EE | $2,902 | $3,018-3.8% | $2,532+14.6% | $4,779-39.3% |
| Participant deferral / active EE | $4,377 | $3,872+13.0% | $3,425+27.8% | $5,609-22.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |