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 9-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 | $11,325 | $62,586-81.9% | $76,768-85.2% | $64,186-82.4% |
| Participation rate | 85.5% | 72.8%+12.7pp | 77.0%+8.6pp | 69.6%+16.0pp |
| Annual return | -11.89% | -1.95%-9.9pp | 2.43%-14.3pp | 7.63%-19.5pp |
| Employer contribution / active EE | $1,602 | $1,832-12.5% | $2,485-35.5% | $2,381-32.7% |
| Participant deferral / active EE | $4,085 | $3,145+29.9% | $3,852+6.1% | $3,470+17.7% |
| Admin fee / account holder | $221 | $4,667-95.3% | $6,675-96.7% | $4,888-95.5% |