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 7-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 | $18,208 | $142,344-87.2% | $119,609-84.8% | $134,475-86.5% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -21.35% | -12.44%-8.9pp | -14.97%-6.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,562 | $5,222-50.9% | $4,232-39.5% | $4,740-45.9% |
| Participant deferral / active EE | $4,813 | $6,469-25.6% | $5,602-14.1% | $6,400-24.8% |
| Admin fee / account holder | $71 | $13,584-99.5% | $10,323-99.3% | $11,426-99.4% |