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 | $12,185 | $167,484-92.7% | $151,611-92.0% | $134,475-90.9% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | -37.38% | 7.80%-45.2pp | 3.33%-40.7pp | 417.96%-455.3pp |
| Employer contribution / active EE | $2,828 | $6,829-58.6% | $6,166-54.1% | $4,740-40.3% |
| Participant deferral / active EE | $5,212 | $8,986-42.0% | $8,363-37.7% | $6,400-18.6% |
| Admin fee / account holder | $94 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |