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 | $9,428 | $73,867-87.2% | $143,757-93.4% | $68,494-86.2% |
| Participation rate | 76.7% | 66.7%+10.0pp | 80.3%-3.6pp | 67.9%+8.8pp |
| Annual return | -19.84% | 1.01%-20.9pp | -0.04%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $474 | $3,184-85.1% | $4,951-90.4% | $2,596-81.7% |
| Participant deferral / active EE | $1,111 | $3,384-67.2% | $5,637-80.3% | $4,027-72.4% |
| Admin fee / account holder | $94 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |