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 | $6,343 | $97,044-93.5% | $83,333-92.4% | $135,375-95.3% |
| Participation rate | 94.7% | 80.4%+14.3pp | 77.8%+17.0pp | 82.6%+12.1pp |
| Annual return | -14.76% | 12.31%-27.1pp | 10.63%-25.4pp | 519.73%-534.5pp |
| Employer contribution / active EE | $479 | $4,143-88.4% | $3,379-85.8% | $4,779-90.0% |
| Participant deferral / active EE | $2,889 | $5,964-51.6% | $5,565-48.1% | $5,609-48.5% |
| Admin fee / account holder | $266 | $8,380-96.8% | $7,510-96.5% | $10,827-97.5% |