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 | $5,059 | $211,958-97.6% | $169,463-97.0% | $135,375-96.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.59% | 3.26%-13.9pp | 1.83%-12.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $869 | $5,120-83.0% | $4,159-79.1% | $4,779-81.8% |
| Participant deferral / active EE | $3,207 | $6,075-47.2% | $5,277-39.2% | $5,609-42.8% |
| Admin fee / account holder | $33 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |