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 | $9,831 | $167,307-94.1% | $143,757-93.2% | $134,475-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.79% | 0.46%-25.3pp | -0.04%-24.7pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,637 | $5,619-70.9% | $4,951-66.9% | $4,740-65.5% |
| Participant deferral / active EE | $5,896 | $6,446-8.5% | $5,637+4.6% | $6,400-7.9% |
| Admin fee / account holder | $38 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |