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 6-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 | $4,327 | $45,863-90.6% | $77,024-94.4% | $68,494-93.7% |
| Participation rate | 85.2% | 55.9%+29.3pp | 67.9%+17.3pp | 67.9%+17.3pp |
| Annual return | -20.74% | 1.72%-22.5pp | 42.32%-63.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $547 | $1,650-66.8% | $2,812-80.5% | $2,596-78.9% |
| Participant deferral / active EE | $1,753 | $2,962-40.8% | $4,426-60.4% | $4,027-56.5% |
| Admin fee / account holder | $294 | $3,041-90.3% | $5,425-94.6% | $5,403-94.6% |