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 | $11,531 | $202,318-94.3% | $172,739-93.3% | $152,861-92.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 7.54% | 1029.65%-1022.1pp | 802.84%-795.3pp | 345.32%-337.8pp |
| Employer contribution / active EE | $3,184 | $5,856-45.6% | $5,143-38.1% | $4,762-33.1% |
| Participant deferral / active EE | $2,346 | $5,948-60.6% | $5,198-54.9% | $5,850-59.9% |
| Admin fee / account holder | $216 | $17,109-98.7% | $13,954-98.5% | $11,596-98.1% |