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 6-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 | $13,597 | $167,307-91.9% | $143,757-90.5% | $134,475-89.9% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -25.46% | 0.46%-25.9pp | -0.04%-25.4pp | 417.96%-443.4pp |
| Employer contribution / active EE | $5,899 | $5,619+5.0% | $4,951+19.1% | $4,740+24.5% |
| Participant deferral / active EE | $3,524 | $6,446-45.3% | $5,637-37.5% | $6,400-44.9% |
| Admin fee / account holder | $158 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |