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 | $17,171 | $58,512-70.7% | $84,015-79.6% | $72,985-76.5% |
| Participation rate | 81.1% | 61.2%+19.9pp | 69.0%+12.1pp | 69.5%+11.6pp |
| Annual return | -12.57% | 28.93%-41.5pp | 71.31%-83.9pp | 81.00%-93.6pp |
| Employer contribution / active EE | $676 | $1,163-41.9% | $1,983-65.9% | $2,440-72.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $165 | $4,569-96.4% | $6,101-97.3% | $5,124-96.8% |