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 | $8,348 | $71,883-88.4% | $86,677-90.4% | $68,494-87.8% |
| Participation rate | 83.1% | 72.2%+10.8pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -20.30% | 3.52%-23.8pp | 35.91%-56.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $757 | $2,173-65.2% | $2,836-73.3% | $2,596-70.9% |
| Participant deferral / active EE | $2,847 | $3,779-24.7% | $4,656-38.9% | $4,027-29.3% |
| Admin fee / account holder | $264 | $6,112-95.7% | $7,493-96.5% | $5,403-95.1% |