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 10-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 | $16,103 | $92,222-82.5% | $76,768-79.0% | $135,375-88.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -12.29% | 5.46%-17.8pp | 2.43%-14.7pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,657 | $3,216-48.5% | $2,485-33.3% | $4,779-65.3% |
| Participant deferral / active EE | $3,035 | $4,509-32.7% | $3,852-21.2% | $5,609-45.9% |
| Admin fee / account holder | $162 | $10,748-98.5% | $6,675-97.6% | $10,827-98.5% |