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 | $8,723 | $138,044-93.7% | $125,339-93.0% | $134,475-93.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -22.34% | 750.33%-772.7pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,519 | $5,243-71.0% | $4,814-68.4% | $4,740-68.0% |
| Participant deferral / active EE | $4,024 | $7,799-48.4% | $7,446-46.0% | $6,400-37.1% |
| Admin fee / account holder | $65 | $11,571-99.4% | $10,010-99.4% | $11,426-99.4% |