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 8-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 | $8,596 | $77,813-89.0% | $123,544-93.0% | $64,186-86.6% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -16.03% | 12.48%-28.5pp | 119.20%-135.2pp | 7.63%-23.7pp |
| Employer contribution / active EE | $769 | $3,014-74.5% | $4,628-83.4% | $2,381-67.7% |
| Participant deferral / active EE | $3,811 | $5,240-27.3% | $6,426-40.7% | $3,470+9.8% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |