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 | $8,183 | $107,791-92.4% | $90,645-91.0% | $135,375-94.0% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -11.43% | -0.90%-10.5pp | 1.88%-13.3pp | 519.73%-531.2pp |
| Employer contribution / active EE | $3,040 | $3,018+0.7% | $2,532+20.1% | $4,779-36.4% |
| Participant deferral / active EE | $3,301 | $3,872-14.8% | $3,425-3.6% | $5,609-41.2% |
| Admin fee / account holder | $289 | $5,930-95.1% | $4,994-94.2% | $10,827-97.3% |