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 | $20,582 | $78,422-73.8% | $95,952-78.5% | $79,858-74.2% |
| Participation rate | 80.6% | 73.5%+7.2pp | 77.1%+3.6pp | 69.6%+11.0pp |
| Annual return | 3.46% | 19.37%-15.9pp | 91.61%-88.2pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,112 | $1,945-42.8% | $2,541-56.2% | $2,471-55.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $117 | $5,622-97.9% | $6,795-98.3% | $5,306-97.8% |