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 8-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 | $20,272 | $202,318-90.0% | $172,739-88.3% | $152,861-86.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.30% | 1029.65%-1019.4pp | 802.84%-792.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,474 | $5,856-74.8% | $5,143-71.3% | $4,762-69.1% |
| Participant deferral / active EE | $7,125 | $5,948+19.8% | $5,198+37.1% | $5,850+21.8% |
| Admin fee / account holder | $49 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |