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 5-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 | $9,397 | $42,894-78.1% | $60,874-84.6% | $68,494-86.3% |
| Participation rate | 97.9% | 66.8%+31.1pp | 73.1%+24.8pp | 67.9%+30.0pp |
| Annual return | -19.89% | -13.98%-5.9pp | 16.90%-36.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,033 | $1,978-47.8% | $2,701-61.8% | $2,596-60.2% |
| Participant deferral / active EE | $1,545 | $2,867-46.1% | $3,817-59.5% | $4,027-61.6% |
| Admin fee / account holder | $240 | $3,101-92.2% | $3,224-92.5% | $5,403-95.6% |