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 | $13,204 | $167,307-92.1% | $143,757-90.8% | $134,475-90.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -31.49% | 0.46%-32.0pp | -0.04%-31.5pp | 417.96%-449.5pp |
| Employer contribution / active EE | $1,633 | $5,619-70.9% | $4,951-67.0% | $4,740-65.5% |
| Participant deferral / active EE | $4,960 | $6,446-23.1% | $5,637-12.0% | $6,400-22.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |