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 | $6,612 | $133,958-95.1% | $112,228-94.1% | $134,475-95.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -38.54% | 47.11%-85.7pp | 27.45%-66.0pp | 417.96%-456.5pp |
| Employer contribution / active EE | $1,730 | $4,038-57.2% | $3,635-52.4% | $4,740-63.5% |
| Participant deferral / active EE | $2,862 | $5,291-45.9% | $4,728-39.5% | $6,400-55.3% |
| Admin fee / account holder | $38 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |