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 6-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 | $21,019 | $197,591-89.4% | $177,821-88.2% | $158,922-86.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 0.95% | 58.76%-57.8pp | 48.32%-47.4pp | 302.83%-301.9pp |
| Employer contribution / active EE | $1,837 | $6,697-72.6% | $5,918-69.0% | $4,761-61.4% |
| Participant deferral / active EE | $4,736 | $8,405-43.7% | $7,714-38.6% | $5,982-20.8% |
| Admin fee / account holder | $220 | $15,399-98.6% | $12,427-98.2% | $11,246-98.0% |