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 | $6,673 | $167,307-96.0% | $143,757-95.4% | $134,475-95.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -28.58% | 0.46%-29.0pp | -0.04%-28.5pp | 417.96%-446.5pp |
| Employer contribution / active EE | $1,458 | $5,619-74.1% | $4,951-70.5% | $4,740-69.2% |
| Participant deferral / active EE | $4,188 | $6,446-35.0% | $5,637-25.7% | $6,400-34.6% |
| Admin fee / account holder | $261 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |