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 | $6,153 | $113,935-94.6% | $94,224-93.5% | $125,391-95.1% |
| Participation rate | 93.3% | 82.9%+10.4pp | 78.8%+14.6pp | 83.2%+10.1pp |
| Annual return | -16.14% | 5.29%-21.4pp | 10.68%-26.8pp | 282.22%-298.4pp |
| Employer contribution / active EE | $2,363 | $4,727-50.0% | $3,587-34.1% | $4,866-51.4% |
| Participant deferral / active EE | $4,947 | $5,179-4.5% | $4,320+14.5% | $5,352-7.6% |
| Admin fee / account holder | $276 | $8,391-96.7% | $6,269-95.6% | $9,540-97.1% |