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 | $5,387 | $81,248-93.4% | $155,509-96.5% | $80,856-93.3% |
| Participation rate | 77.4% | 66.2%+11.2pp | 78.2%-0.8pp | 67.6%+9.8pp |
| Annual return | 9.86% | 33.31%-23.5pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,525 | $3,100-50.8% | $4,672-67.4% | $2,755-44.6% |
| Participant deferral / active EE | $2,292 | $3,452-33.6% | $5,626-59.3% | $4,296-46.7% |
| Admin fee / account holder | $80 | $7,997-99.0% | $15,912-99.5% | $6,918-98.8% |