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 | $15,043 | $129,942-88.4% | $104,294-85.6% | $134,475-88.8% |
| Participation rate | 88.2% | 79.5%+8.7pp | 73.3%+15.0pp | 81.2%+7.0pp |
| Annual return | -20.91% | 42.03%-62.9pp | 24.61%-45.5pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,001 | $4,184-52.2% | $3,372-40.7% | $4,740-57.8% |
| Participant deferral / active EE | $2,352 | $5,588-57.9% | $4,625-49.1% | $6,400-63.3% |
| Admin fee / account holder | $267 | $9,323-97.1% | $7,339-96.4% | $11,426-97.7% |