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 | $12,120 | $177,572-93.2% | $154,803-92.2% | $142,382-91.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.99% | 65.07%-59.1pp | 58.88%-52.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,303 | $4,810-72.9% | $4,305-69.7% | $4,299-69.7% |
| Participant deferral / active EE | $3,084 | $6,272-50.8% | $5,540-44.3% | $6,507-52.6% |
| Admin fee / account holder | $169 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |