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 | $1,624 | $53,596-97.0% | $90,645-98.2% | $64,186-97.5% |
| Participation rate | 89.7% | 64.5%+25.1pp | 74.0%+15.6pp | 69.6%+20.1pp |
| Annual return | -24.52% | 4.41%-28.9pp | 1.88%-26.4pp | 7.63%-32.1pp |
| Employer contribution / active EE | $767 | $1,503-49.0% | $2,532-69.7% | $2,381-67.8% |
| Participant deferral / active EE | $1,453 | $2,459-40.9% | $3,425-57.6% | $3,470-58.1% |
| Admin fee / account holder | $18 | $3,868-99.5% | $4,994-99.6% | $4,888-99.6% |