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 | $16,333 | $150,440-89.1% | $136,294-88.0% | $147,584-88.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.76% | 1049.08%-1044.3pp | 5155.94%-5151.2pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,570 | $5,256-70.1% | $4,695-66.6% | $4,876-67.8% |
| Participant deferral / active EE | $6,926 | $6,630+4.5% | $6,247+10.9% | $5,439+27.3% |
| Admin fee / account holder | $3 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |