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 | $9,455 | $190,805-95.0% | $159,960-94.1% | $134,475-93.0% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -33.40% | 552.23%-585.6pp | 408.60%-442.0pp | 417.96%-451.4pp |
| Employer contribution / active EE | $3,236 | $4,995-35.2% | $4,226-23.4% | $4,740-31.7% |
| Participant deferral / active EE | $2,228 | $6,923-67.8% | $6,182-64.0% | $6,400-65.2% |
| Admin fee / account holder | $96 | $10,471-99.1% | $8,698-98.9% | $11,426-99.2% |