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 | $9,068 | $59,805-84.8% | $79,550-88.6% | $68,494-86.8% |
| Participation rate | 70.9% | 61.1%+9.8pp | 69.5%+1.4pp | 67.9%+3.0pp |
| Annual return | -28.89% | -12.30%-16.6pp | 0.16%-29.1pp | -7.84%-21.0pp |
| Employer contribution / active EE | $1,723 | $1,505+14.5% | $2,413-28.6% | $2,596-33.6% |
| Participant deferral / active EE | $3,099 | $3,024+2.5% | $3,985-22.2% | $4,027-23.1% |
| Admin fee / account holder | $177 | $4,835-96.3% | $6,832-97.4% | $5,403-96.7% |