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 | $21,991 | $118,680-81.5% | $98,907-77.8% | $158,922-86.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 4.08% | 372.35%-368.3pp | 196.43%-192.3pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,264 | $3,333-62.1% | $2,689-53.0% | $4,761-73.5% |
| Participant deferral / active EE | $2,174 | $5,088-57.3% | $4,244-48.8% | $5,982-63.7% |
| Admin fee / account holder | $15 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |