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 5-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 | $9,526 | $90,519-89.5% | $93,789-89.8% | $134,475-92.9% |
| Participation rate | 72.7% | 82.0%-9.2pp | 81.0%-8.2pp | 81.2%-8.5pp |
| Annual return | -29.12% | -15.72%-13.4pp | -11.33%-17.8pp | 417.96%-447.1pp |
| Employer contribution / active EE | $2,180 | $4,343-49.8% | $4,323-49.6% | $4,740-54.0% |
| Participant deferral / active EE | $3,075 | $5,978-48.6% | $6,094-49.5% | $6,400-52.0% |
| Admin fee / account holder | $91 | $9,252-99.0% | $7,195-98.7% | $11,426-99.2% |