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 | $8,906 | $167,307-94.7% | $143,757-93.8% | $134,475-93.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -57.64% | 0.46%-58.1pp | -0.04%-57.6pp | 417.96%-475.6pp |
| Employer contribution / active EE | $1,619 | $5,619-71.2% | $4,951-67.3% | $4,740-65.8% |
| Participant deferral / active EE | $7,939 | $6,446+23.2% | $5,637+40.8% | $6,400+24.0% |
| Admin fee / account holder | $77 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |