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 9-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 | $4,677 | $92,222-94.9% | $76,768-93.9% | $135,375-96.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -17.24% | 5.46%-22.7pp | 2.43%-19.7pp | 519.73%-537.0pp |
| Employer contribution / active EE | $985 | $3,216-69.4% | $2,485-60.4% | $4,779-79.4% |
| Participant deferral / active EE | $1,397 | $4,509-69.0% | $3,852-63.7% | $5,609-75.1% |
| Admin fee / account holder | $25 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |