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 | $19,611 | $142,344-86.2% | $119,609-83.6% | $134,475-85.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -20.77% | -12.44%-8.3pp | -14.97%-5.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,098 | $5,222-40.7% | $4,232-26.8% | $4,740-34.6% |
| Participant deferral / active EE | $5,489 | $6,469-15.2% | $5,602-2.0% | $6,400-14.2% |
| Admin fee / account holder | $24 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |