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 7-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 | $8,701 | $113,935-92.4% | $94,224-90.8% | $125,391-93.1% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -9.37% | 5.29%-14.7pp | 10.68%-20.1pp | 282.22%-291.6pp |
| Employer contribution / active EE | $1,946 | $4,727-58.8% | $3,587-45.8% | $4,866-60.0% |
| Participant deferral / active EE | $2,799 | $5,179-46.0% | $4,320-35.2% | $5,352-47.7% |
| Admin fee / account holder | $248 | $8,391-97.0% | $6,269-96.0% | $9,540-97.4% |