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 8-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 | $12,233 | $77,813-84.3% | $123,544-90.1% | $64,186-80.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -9.50% | 12.48%-22.0pp | 119.20%-128.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,574 | $3,014+18.6% | $4,628-22.8% | $2,381+50.1% |
| Participant deferral / active EE | $4,212 | $5,240-19.6% | $6,426-34.4% | $3,470+21.4% |
| Admin fee / account holder | $27 | $5,519-99.5% | $9,284-99.7% | $4,888-99.5% |