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 9-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 | $11,450 | $127,386-91.0% | $115,037-90.0% | $125,391-90.9% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -18.80% | 31.28%-50.1pp | 26.14%-44.9pp | 282.22%-301.0pp |
| Employer contribution / active EE | $1,916 | $5,166-62.9% | $4,608-58.4% | $4,866-60.6% |
| Participant deferral / active EE | $4,784 | $6,423-25.5% | $6,026-20.6% | $5,352-10.6% |
| Admin fee / account holder | $164 | $9,516-98.3% | $8,175-98.0% | $9,540-98.3% |