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 9-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 | $19,763 | $198,466-90.0% | $170,442-88.4% | $147,584-86.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 6.79% | 257.29%-250.5pp | 205.93%-199.1pp | 578.55%-571.8pp |
| Employer contribution / active EE | $5,696 | $6,184-7.9% | $5,433+4.8% | $4,876+16.8% |
| Participant deferral / active EE | $5,143 | $5,629-8.6% | $4,939+4.1% | $5,439-5.4% |
| Admin fee / account holder | $78 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |