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 | $3,166 | $84,527-96.3% | $67,711-95.3% | $125,391-97.5% |
| Participation rate | 81.3% | 74.8%+6.5pp | 67.5%+13.7pp | 83.2%-1.9pp |
| Annual return | -7.60% | 2.57%-10.2pp | 25.41%-33.0pp | 282.22%-289.8pp |
| Employer contribution / active EE | $906 | $3,292-72.5% | $2,559-64.6% | $4,866-81.4% |
| Participant deferral / active EE | $1,093 | $4,429-75.3% | $3,585-69.5% | $5,352-79.6% |
| Admin fee / account holder | $168 | $5,340-96.9% | $4,255-96.1% | $9,540-98.2% |