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 4-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 | $9,800 | $167,307-94.1% | $143,757-93.2% | $134,475-92.7% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -29.29% | 0.46%-29.8pp | -0.04%-29.3pp | 417.96%-447.3pp |
| Employer contribution / active EE | $2,754 | $5,619-51.0% | $4,951-44.4% | $4,740-41.9% |
| Participant deferral / active EE | $3,894 | $6,446-39.6% | $5,637-30.9% | $6,400-39.2% |
| Admin fee / account holder | $107 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |