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 | $13,558 | $105,998-87.2% | $92,233-85.3% | $147,584-90.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 9.10% | 50.05%-40.9pp | 176.28%-167.2pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,757 | $4,333-59.4% | $3,679-52.2% | $4,876-64.0% |
| Participant deferral / active EE | $4,233 | $4,478-5.5% | $3,897+8.6% | $5,439-22.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |