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 | $13,077 | $150,440-91.3% | $136,294-90.4% | $147,584-91.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 9.72% | 1049.08%-1039.4pp | 5155.94%-5146.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $904 | $5,256-82.8% | $4,695-80.7% | $4,876-81.5% |
| Participant deferral / active EE | $4,243 | $6,630-36.0% | $6,247-32.1% | $5,439-22.0% |
| Admin fee / account holder | $281 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |