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 | $17,650 | $142,344-87.6% | $119,609-85.2% | $134,475-86.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -33.85% | -12.44%-21.4pp | -14.97%-18.9pp | 417.96%-451.8pp |
| Employer contribution / active EE | $3,273 | $5,222-37.3% | $4,232-22.7% | $4,740-31.0% |
| Participant deferral / active EE | $7,435 | $6,469+14.9% | $5,602+32.7% | $6,400+16.2% |
| Admin fee / account holder | $186 | $13,584-98.6% | $10,323-98.2% | $11,426-98.4% |