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 3-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 | $5,362 | $80,717-93.4% | $154,803-96.5% | $84,808-93.7% |
| Participation rate | 97.6% | 66.8%+30.7pp | 78.1%+19.5pp | 68.3%+29.2pp |
| Annual return | -76.51% | 37.96%-114.5pp | 58.88%-135.4pp | 40.90%-117.4pp |
| Employer contribution / active EE | $1,213 | $2,761-56.1% | $4,305-71.8% | $2,631-53.9% |
| Participant deferral / active EE | $3,543 | $3,303+7.3% | $5,540-36.0% | $4,212-15.9% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |