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 | $12,177 | $138,044-91.2% | $125,339-90.3% | $134,475-90.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.23% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,889 | $5,243-64.0% | $4,814-60.8% | $4,740-60.1% |
| Participant deferral / active EE | $3,243 | $7,799-58.4% | $7,446-56.4% | $6,400-49.3% |
| Admin fee / account holder | $85 | $11,571-99.3% | $10,010-99.1% | $11,426-99.3% |