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 9-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 | $5,523 | $65,409-91.6% | $98,442-94.4% | $85,850-93.6% |
| Participation rate | 74.1% | 65.0%+9.1pp | 73.3%+0.7pp | 69.3%+4.8pp |
| Annual return | 11.46% | 21.76%-10.3pp | 1492.73%-1481.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $639 | $2,168-70.5% | $2,960-78.4% | $2,565-75.1% |
| Participant deferral / active EE | $1,483 | $3,166-53.2% | $4,276-65.3% | $3,952-62.5% |
| Admin fee / account holder | $139 | $4,593-97.0% | $5,949-97.7% | $6,260-97.8% |