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 6-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 | $12,384 | $214,378-94.2% | $200,582-93.8% | $142,382-91.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.45% | 46.41%-44.0pp | 42.33%-39.9pp | 217.08%-214.6pp |
| Employer contribution / active EE | $2,517 | $6,841-63.2% | $6,419-60.8% | $4,299-41.5% |
| Participant deferral / active EE | $7,744 | $9,865-21.5% | $9,331-17.0% | $6,507+19.0% |
| Admin fee / account holder | $86 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |