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 10-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 | $3,406 | $48,265-92.9% | $68,791-95.0% | $68,494-95.0% |
| Participation rate | 90.3% | 60.7%+29.6pp | 69.0%+21.3pp | 67.9%+22.4pp |
| Annual return | -20.13% | -12.71%-7.4pp | -6.38%-13.8pp | -7.84%-12.3pp |
| Employer contribution / active EE | $458 | $1,829-74.9% | $2,655-82.7% | $2,596-82.3% |
| Participant deferral / active EE | $1,117 | $2,867-61.0% | $3,941-71.7% | $4,027-72.3% |
| Admin fee / account holder | $111 | $4,355-97.5% | $4,932-97.8% | $5,403-97.9% |