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 4-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 | $3,051 | $48,265-93.7% | $68,791-95.6% | $68,494-95.5% |
| Participation rate | 81.8% | 60.7%+21.1pp | 69.0%+12.8pp | 67.9%+13.9pp |
| Annual return | -27.59% | -12.71%-14.9pp | -6.38%-21.2pp | -7.84%-19.7pp |
| Employer contribution / active EE | $1,367 | $1,829-25.2% | $2,655-48.5% | $2,596-47.3% |
| Participant deferral / active EE | $2,707 | $2,867-5.6% | $3,941-31.3% | $4,027-32.8% |
| Admin fee / account holder | $247 | $4,355-94.3% | $4,932-95.0% | $5,403-95.4% |