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 10-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 | $5,943 | $45,865-87.0% | $40,757-85.4% | $125,391-95.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -9.33% | -1.32%-8.0pp | -0.50%-8.8pp | 282.22%-291.6pp |
| Employer contribution / active EE | $1,509 | $3,697-59.2% | $3,004-49.8% | $4,866-69.0% |
| Participant deferral / active EE | $1,792 | $4,199-57.3% | $3,485-48.6% | $5,352-66.5% |
| Admin fee / account holder | $125 | $5,763-97.8% | $4,272-97.1% | $9,540-98.7% |