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 | $12,737 | $138,044-90.8% | $125,339-89.8% | $134,475-90.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -30.34% | 750.33%-780.7pp | 572.05%-602.4pp | 417.96%-448.3pp |
| Employer contribution / active EE | $2,496 | $5,243-52.4% | $4,814-48.2% | $4,740-47.3% |
| Participant deferral / active EE | $8,099 | $7,799+3.9% | $7,446+8.8% | $6,400+26.6% |
| Admin fee / account holder | $195 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |