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 6-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 | $11,130 | $167,307-93.3% | $143,757-92.3% | $134,475-91.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -21.58% | 0.46%-22.0pp | -0.04%-21.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,492 | $5,619-73.5% | $4,951-69.9% | $4,740-68.5% |
| Participant deferral / active EE | $2,833 | $6,446-56.0% | $5,637-49.7% | $6,400-55.7% |
| Admin fee / account holder | $99 | $18,088-99.5% | $14,673-99.3% | $11,426-99.1% |