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 | $11,411 | $133,958-91.5% | $112,228-89.8% | $134,475-91.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.58% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,330 | $4,038-67.1% | $3,635-63.4% | $4,740-71.9% |
| Participant deferral / active EE | $2,246 | $5,291-57.5% | $4,728-52.5% | $6,400-64.9% |
| Admin fee / account holder | $134 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |