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 | $8,952 | $58,927-84.8% | $76,817-88.3% | $72,985-87.7% |
| Participation rate | 88.2% | 67.3%+20.9pp | 72.1%+16.2pp | 69.5%+18.7pp |
| Annual return | 12.04% | 2305.64%-2293.6pp | 1166.11%-1154.1pp | 81.00%-69.0pp |
| Employer contribution / active EE | $589 | $1,787-67.0% | $2,302-74.4% | $2,440-75.9% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $270 | $4,013-93.3% | $6,420-95.8% | $5,124-94.7% |