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 | $18,529 | $198,466-90.7% | $170,442-89.1% | $147,584-87.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.72% | 257.29%-248.6pp | 205.93%-197.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $5,976 | $6,184-3.4% | $5,433+10.0% | $4,876+22.6% |
| Participant deferral / active EE | $2,000 | $5,629-64.5% | $4,939-59.5% | $5,439-63.2% |
| Admin fee / account holder | $130 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |