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 10-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 | $7,541 | $138,065-94.5% | $123,544-93.9% | $135,375-94.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -39.12% | 153.68%-192.8pp | 119.20%-158.3pp | 519.73%-558.9pp |
| Employer contribution / active EE | $1,348 | $5,151-73.8% | $4,628-70.9% | $4,779-71.8% |
| Participant deferral / active EE | $3,166 | $6,799-53.4% | $6,426-50.7% | $5,609-43.6% |
| Admin fee / account holder | $174 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |