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 | $17,263 | $167,484-89.7% | $151,611-88.6% | $134,475-87.2% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -22.91% | 7.80%-30.7pp | 3.33%-26.2pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,528 | $6,829-77.6% | $6,166-75.2% | $4,740-67.8% |
| Participant deferral / active EE | $5,293 | $8,986-41.1% | $8,363-36.7% | $6,400-17.3% |
| Admin fee / account holder | $164 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |