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 | $5,682 | $67,606-91.6% | $82,313-93.1% | $70,131-91.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.17% | 21.57%-11.4pp | 25.88%-15.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,513 | $1,755-13.8% | $2,428-37.7% | $2,342-35.4% |
| Participant deferral / active EE | $2,088 | $2,987-30.1% | $3,706-43.7% | $3,332-37.3% |
| Admin fee / account holder | $39 | $4,512-99.1% | $5,608-99.3% | $4,645-99.2% |