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 8-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 | $10,245 | $56,357-81.8% | $104,294-90.2% | $68,494-85.0% |
| Participation rate | 89.7% | 63.3%+26.4pp | 73.3%+16.4pp | 67.9%+21.8pp |
| Annual return | -20.27% | -9.19%-11.1pp | 24.61%-44.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,019 | $1,960+3.0% | $3,372-40.1% | $2,596-22.2% |
| Participant deferral / active EE | $3,282 | $3,077+6.6% | $4,625-29.0% | $4,027-18.5% |
| Admin fee / account holder | $219 | $4,903-95.5% | $7,339-97.0% | $5,403-96.0% |