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 8-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 | $17,319 | $202,318-91.4% | $172,739-90.0% | $152,861-88.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.08% | 1029.65%-1025.6pp | 802.84%-798.8pp | 345.32%-341.2pp |
| Employer contribution / active EE | $2,704 | $5,856-53.8% | $5,143-47.4% | $4,762-43.2% |
| Participant deferral / active EE | $7,098 | $5,948+19.3% | $5,198+36.6% | $5,850+21.3% |
| Admin fee / account holder | $283 | $17,109-98.3% | $13,954-98.0% | $11,596-97.6% |