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 | $13,732 | $77,813-82.4% | $123,544-88.9% | $64,186-78.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -10.36% | 12.48%-22.8pp | 119.20%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $558 | $3,014-81.5% | $4,628-87.9% | $2,381-76.6% |
| Participant deferral / active EE | $4,187 | $5,240-20.1% | $6,426-34.8% | $3,470+20.7% |
| Admin fee / account holder | $40 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |