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 5-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 | $2,865 | $48,230-94.1% | $67,502-95.8% | $80,856-96.5% |
| Participation rate | 87.0% | 66.4%+20.6pp | 72.9%+14.1pp | 67.6%+19.3pp |
| Annual return | 7.84% | 18.28%-10.4pp | 3512.12%-3504.3pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,847 | $2,020-8.6% | $2,731-32.4% | $2,755-33.0% |
| Participant deferral / active EE | $949 | $2,924-67.5% | $4,000-76.3% | $4,296-77.9% |
| Admin fee / account holder | $2 | $3,681-99.9% | $3,998-99.9% | $6,918-100.0% |