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 | $17,224 | $61,660-72.1% | $80,019-78.5% | $64,186-73.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.95% | -0.33%-7.6pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,675 | $1,810+47.7% | $2,468+8.4% | $2,381+12.3% |
| Participant deferral / active EE | $4,308 | $2,968+45.2% | $3,686+16.9% | $3,470+24.2% |
| Admin fee / account holder | $212 | $5,417-96.1% | $6,521-96.8% | $4,888-95.7% |