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 | $5,140 | $107,791-95.2% | $90,645-94.3% | $135,375-96.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -23.58% | -0.90%-22.7pp | 1.88%-25.5pp | 519.73%-543.3pp |
| Employer contribution / active EE | $1,673 | $3,018-44.6% | $2,532-33.9% | $4,779-65.0% |
| Participant deferral / active EE | $1,717 | $3,872-55.7% | $3,425-49.9% | $5,609-69.4% |
| Admin fee / account holder | $208 | $5,930-96.5% | $4,994-95.8% | $10,827-98.1% |