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 5-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 | $11,577 | $64,707-82.1% | $112,228-89.7% | $68,494-83.1% |
| Participation rate | 87.8% | 67.2%+20.7pp | 75.1%+12.7pp | 67.9%+19.9pp |
| Annual return | -22.08% | -11.40%-10.7pp | 27.45%-49.5pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,869 | $2,746-31.9% | $3,635-48.6% | $2,596-28.0% |
| Participant deferral / active EE | $3,918 | $3,565+9.9% | $4,728-17.1% | $4,027-2.7% |
| Admin fee / account holder | $245 | $5,232-95.3% | $6,410-96.2% | $5,403-95.5% |