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 | $11,176 | $167,307-93.3% | $143,757-92.2% | $134,475-91.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -22.42% | 0.46%-22.9pp | -0.04%-22.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $4,951 | $5,619-11.9% | $4,9510% | $4,740+4.5% |
| Participant deferral / active EE | $4,951 | $6,446-23.2% | $5,637-12.2% | $6,400-22.6% |
| Admin fee / account holder | $26 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |