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 | $10,184 | $118,849-91.4% | $96,562-89.5% | $167,490-93.9% |
| Participation rate | 94.4% | 75.5%+19.0pp | 69.8%+24.6pp | 82.1%+12.3pp |
| Annual return | 2.44% | 50.49%-48.0pp | 37.78%-35.3pp | 478.56%-476.1pp |
| Employer contribution / active EE | $2,278 | $3,120-27.0% | $2,356-3.3% | $4,837-52.9% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $281 | $8,065-96.5% | $6,181-95.5% | $12,309-97.7% |