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 4-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 | $14,396 | $93,571-84.6% | $135,903-89.4% | $75,163-80.8% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 14.12% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,420 | $3,537-31.6% | $4,856-50.2% | $2,670-9.4% |
| Participant deferral / active EE | $3,354 | $6,404-47.6% | $7,758-56.8% | $4,125-18.7% |
| Admin fee / account holder | $103 | $6,975-98.5% | $10,762-99.0% | $5,651-98.2% |