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 | $7,538 | $167,307-95.5% | $143,757-94.8% | $134,475-94.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -66.29% | 0.46%-66.8pp | -0.04%-66.2pp | 417.96%-484.3pp |
| Employer contribution / active EE | $2,072 | $5,619-63.1% | $4,951-58.1% | $4,740-56.3% |
| Participant deferral / active EE | $6,138 | $6,446-4.8% | $5,637+8.9% | $6,400-4.1% |
| Admin fee / account holder | $7 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |