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 | $16,122 | $167,484-90.4% | $151,611-89.4% | $134,475-88.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -30.09% | 7.80%-37.9pp | 3.33%-33.4pp | 417.96%-448.1pp |
| Employer contribution / active EE | $5,220 | $6,829-23.6% | $6,166-15.3% | $4,740+10.1% |
| Participant deferral / active EE | $5,405 | $8,986-39.9% | $8,363-35.4% | $6,400-15.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |