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 | $11,826 | $48,570-75.7% | $130,648-90.9% | $72,985-83.8% |
| Participation rate | 90.3% | 58.6%+31.8pp | 71.7%+18.6pp | 69.5%+20.8pp |
| Annual return | 6.23% | 38.63%-32.4pp | 1708.96%-1702.7pp | 81.00%-74.8pp |
| Employer contribution / active EE | $867 | $1,334-35.0% | $4,092-78.8% | $2,440-64.5% |
| Participant deferral / active EE | $3,906 | $2,384+63.8% | $3,603+8.4% | $3,607+8.3% |
| Admin fee / account holder | $262 | $3,549-92.6% | $5,464-95.2% | $5,124-94.9% |