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 | $9,706 | $180,449-94.6% | $154,107-93.7% | $135,375-92.8% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -34.31% | 888.09%-922.4pp | 735.12%-769.4pp | 519.73%-554.0pp |
| Employer contribution / active EE | $2,960 | $6,035-51.0% | $5,298-44.1% | $4,779-38.1% |
| Participant deferral / active EE | $5,591 | $5,806-3.7% | $5,081+10.0% | $5,609-0.3% |
| Admin fee / account holder | $128 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |