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 6-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 | $4,747 | $142,344-96.7% | $119,609-96.0% | $134,475-96.5% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -25.37% | -12.44%-12.9pp | -14.97%-10.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,282 | $5,222-75.4% | $4,232-69.7% | $4,740-72.9% |
| Participant deferral / active EE | $2,140 | $6,469-66.9% | $5,602-61.8% | $6,400-66.6% |
| Admin fee / account holder | $31 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |