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 | $9,485 | $42,894-77.9% | $60,874-84.4% | $68,494-86.2% |
| Participation rate | 74.1% | 66.8%+7.3pp | 73.1%+1.0pp | 67.9%+6.2pp |
| Annual return | -23.18% | -13.98%-9.2pp | 16.90%-40.1pp | -7.84%-15.3pp |
| Employer contribution / active EE | $1,318 | $1,978-33.4% | $2,701-51.2% | $2,596-49.2% |
| Participant deferral / active EE | $990 | $2,867-65.5% | $3,817-74.1% | $4,027-75.4% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |