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 | $24,812 | $153,772-83.9% | $133,980-81.5% | $273,961-90.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.85% | 36.51%-34.7pp | 29.30%-27.4pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,100 | $6,029-65.2% | $5,211-59.7% | $4,869-56.9% |
| Participant deferral / active EE | $10,350 | $6,958+48.7% | $6,282+64.8% | $5,287+95.8% |
| Admin fee / account holder | $117 | $11,765-99.0% | $9,324-98.7% | $10,132-98.8% |