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 | $16,102 | $72,492-77.8% | $87,100-81.5% | $72,985-77.9% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 8.40% | 24.46%-16.1pp | 28.19%-19.8pp | 81.00%-72.6pp |
| Employer contribution / active EE | $1,000 | $1,894-47.2% | $2,521-60.3% | $2,440-59.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $270 | $5,055-94.7% | $7,497-96.4% | $5,124-94.7% |