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 | $9,820 | $54,726-82.1% | $68,793-85.7% | $64,186-84.7% |
| Participation rate | 92.9% | 68.0%+24.8pp | 72.2%+20.6pp | 69.6%+23.3pp |
| Annual return | -11.47% | -1.62%-9.8pp | -4.63%-6.8pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,417 | $1,846-23.2% | $2,625-46.0% | $2,381-40.5% |
| Participant deferral / active EE | $3,608 | $2,626+37.4% | $3,311+9.0% | $3,470+4.0% |
| Admin fee / account holder | $95 | $4,027-97.6% | $5,131-98.1% | $4,888-98.1% |