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 | $7,929 | $167,307-95.3% | $143,757-94.5% | $134,475-94.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.71% | 0.46%-25.2pp | -0.04%-24.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,260 | $5,619-77.6% | $4,951-74.5% | $4,740-73.4% |
| Participant deferral / active EE | $6,023 | $6,446-6.6% | $5,637+6.8% | $6,400-5.9% |
| Admin fee / account holder | $101 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |