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 | $4,001 | $73,867-94.6% | $143,757-97.2% | $68,494-94.2% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -26.46% | 1.01%-27.5pp | -0.04%-26.4pp | -7.84%-18.6pp |
| Employer contribution / active EE | $1,638 | $3,184-48.6% | $4,951-66.9% | $2,596-36.9% |
| Participant deferral / active EE | $2,747 | $3,384-18.8% | $5,637-51.3% | $4,027-31.8% |
| Admin fee / account holder | $119 | $5,755-97.9% | $14,673-99.2% | $5,403-97.8% |