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 3-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 | $5,356 | $57,016-90.6% | $84,966-93.7% | $80,856-93.4% |
| Participation rate | 86.6% | 56.3%+30.2pp | 67.5%+19.1pp | 67.6%+18.9pp |
| Annual return | 7.71% | 21.66%-14.0pp | 66.38%-58.7pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,730 | $1,798-3.7% | $2,727-36.5% | $2,755-37.2% |
| Participant deferral / active EE | $1,217 | $3,110-60.8% | $4,519-73.1% | $4,296-71.7% |
| Admin fee / account holder | $247 | $4,980-95.0% | $6,149-96.0% | $6,918-96.4% |