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 4-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 | $5,743 | $100,754-94.3% | $86,677-93.4% | $134,475-95.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -28.64% | 29.04%-57.7pp | 35.91%-64.5pp | 417.96%-446.6pp |
| Employer contribution / active EE | $1,262 | $3,489-63.8% | $2,836-55.5% | $4,740-73.4% |
| Participant deferral / active EE | $2,431 | $5,338-54.5% | $4,656-47.8% | $6,400-62.0% |
| Admin fee / account holder | $25 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |