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 | $14,424 | $198,466-92.7% | $170,442-91.5% | $147,584-90.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.58% | 257.29%-255.7pp | 205.93%-204.3pp | 578.55%-577.0pp |
| Employer contribution / active EE | $2,313 | $6,184-62.6% | $5,433-57.4% | $4,876-52.6% |
| Participant deferral / active EE | $3,999 | $5,629-29.0% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |