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 6-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 | $2,939 | $105,860-97.2% | $90,749-96.8% | $134,475-97.8% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -21.28% | -11.01%-10.3pp | -12.16%-9.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $927 | $3,462-73.2% | $2,921-68.3% | $4,740-80.4% |
| Participant deferral / active EE | $1,677 | $5,216-67.9% | $4,564-63.3% | $6,400-73.8% |
| Admin fee / account holder | $24 | $13,938-99.8% | $8,445-99.7% | $11,426-99.8% |