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 | $15,230 | $168,632-91.0% | $147,614-89.7% | $125,391-87.9% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -5.45% | 77.65%-83.1pp | 61.98%-67.4pp | 282.22%-287.7pp |
| Employer contribution / active EE | $1,361 | $6,252-78.2% | $5,564-75.5% | $4,866-72.0% |
| Participant deferral / active EE | $2,144 | $5,507-61.1% | $4,895-56.2% | $5,352-59.9% |
| Admin fee / account holder | $221 | $13,580-98.4% | $11,611-98.1% | $9,540-97.7% |