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 | $10,543 | $54,726-80.7% | $68,793-84.7% | $64,186-83.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -12.01% | -1.62%-10.4pp | -4.63%-7.4pp | 7.63%-19.6pp |
| Employer contribution / active EE | $2,415 | $1,846+30.8% | $2,625-8.0% | $2,381+1.5% |
| Participant deferral / active EE | $4,035 | $2,626+53.6% | $3,311+21.9% | $3,470+16.3% |
| Admin fee / account holder | $279 | $4,027-93.1% | $5,131-94.6% | $4,888-94.3% |