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 | $8,488 | $97,044-91.3% | $83,333-89.8% | $135,375-93.7% |
| Participation rate | 94.7% | 80.4%+14.3pp | 77.8%+17.0pp | 82.6%+12.1pp |
| Annual return | -13.82% | 12.31%-26.1pp | 10.63%-24.5pp | 519.73%-533.6pp |
| Employer contribution / active EE | $1,180 | $4,143-71.5% | $3,379-65.1% | $4,779-75.3% |
| Participant deferral / active EE | $2,936 | $5,964-50.8% | $5,565-47.2% | $5,609-47.7% |
| Admin fee / account holder | $170 | $8,380-98.0% | $7,510-97.7% | $10,827-98.4% |