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 | $23,263 | $232,540-90.0% | $185,117-87.4% | $147,584-84.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.75% | 43.03%-38.3pp | 40.50%-35.7pp | 578.55%-573.8pp |
| Employer contribution / active EE | $2,788 | $5,195-46.3% | $4,182-33.3% | $4,876-42.8% |
| Participant deferral / active EE | $1,574 | $5,834-73.0% | $5,045-68.8% | $5,439-71.1% |
| Admin fee / account holder | $69 | $10,275-99.3% | $8,159-99.1% | $10,885-99.4% |