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 | $14,491 | $138,065-89.5% | $123,544-88.3% | $135,375-89.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -12.73% | 153.68%-166.4pp | 119.20%-131.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,210 | $5,151-76.5% | $4,628-73.9% | $4,779-74.7% |
| Participant deferral / active EE | $5,484 | $6,799-19.3% | $6,426-14.7% | $5,609-2.2% |
| Admin fee / account holder | $198 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |