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 8-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 | $14,197 | $64,707-78.1% | $112,228-87.3% | $68,494-79.3% |
| Participation rate | 72.6% | 67.2%+5.5pp | 75.1%-2.4pp | 67.9%+4.7pp |
| Annual return | -25.04% | -11.40%-13.6pp | 27.45%-52.5pp | -7.84%-17.2pp |
| Employer contribution / active EE | $3,084 | $2,746+12.3% | $3,635-15.2% | $2,596+18.8% |
| Participant deferral / active EE | $3,210 | $3,565-9.9% | $4,728-32.1% | $4,027-20.3% |
| Admin fee / account holder | $293 | $5,232-94.4% | $6,410-95.4% | $5,403-94.6% |