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 | $8,516 | $42,894-80.1% | $60,874-86.0% | $68,494-87.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.99% | -13.98%-5.0pp | 16.90%-35.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,919 | $1,978-3.0% | $2,701-29.0% | $2,596-26.1% |
| Participant deferral / active EE | $1,744 | $2,867-39.2% | $3,817-54.3% | $4,027-56.7% |
| Admin fee / account holder | $174 | $3,101-94.4% | $3,224-94.6% | $5,403-96.8% |