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 | $15,674 | $167,307-90.6% | $143,757-89.1% | $134,475-88.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -21.30% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,298 | $5,619-76.9% | $4,951-73.8% | $4,740-72.6% |
| Participant deferral / active EE | $7,661 | $6,446+18.8% | $5,637+35.9% | $6,400+19.7% |
| Admin fee / account holder | $223 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |