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 | $8,649 | $107,791-92.0% | $90,645-90.5% | $135,375-93.6% |
| Participation rate | 76.5% | 78.0%-1.6pp | 74.0%+2.4pp | 82.6%-6.2pp |
| Annual return | -12.54% | -0.90%-11.6pp | 1.88%-14.4pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,442 | $3,018-52.2% | $2,532-43.1% | $4,779-69.8% |
| Participant deferral / active EE | $2,162 | $3,872-44.2% | $3,425-36.9% | $5,609-61.5% |
| Admin fee / account holder | $95 | $5,930-98.4% | $4,994-98.1% | $10,827-99.1% |