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 | $17,489 | $202,318-91.4% | $172,739-89.9% | $152,861-88.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.15% | 1029.65%-1019.5pp | 802.84%-792.7pp | 345.32%-335.2pp |
| Employer contribution / active EE | $6,036 | $5,856+3.1% | $5,143+17.4% | $4,762+26.7% |
| Participant deferral / active EE | $3,392 | $5,948-43.0% | $5,198-34.7% | $5,850-42.0% |
| Admin fee / account holder | $140 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |