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 | $8,570 | $167,307-94.9% | $143,757-94.0% | $134,475-93.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -80.56% | 0.46%-81.0pp | -0.04%-80.5pp | 417.96%-498.5pp |
| Employer contribution / active EE | $2,768 | $5,619-50.7% | $4,951-44.1% | $4,740-41.6% |
| Participant deferral / active EE | $3,589 | $6,446-44.3% | $5,637-36.3% | $6,400-43.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |