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 | $24,553 | $181,894-86.5% | $156,549-84.3% | $273,961-91.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.37% | 30.74%-31.1pp | 32.23%-32.6pp | 41.45%-41.8pp |
| Employer contribution / active EE | $10,243 | $6,248+63.9% | $5,501+86.2% | $4,869+110.4% |
| Participant deferral / active EE | $3,600 | $5,550-35.1% | $4,871-26.1% | $5,287-31.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |