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 | $12,984 | $91,190-85.8% | $178,490-92.7% | $79,858-83.7% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 9.02% | 24.19%-15.2pp | 151.07%-142.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $407 | $3,256-87.5% | $5,011-91.9% | $2,471-83.5% |
| Participant deferral / active EE | $1,314 | $3,236-59.4% | $5,202-74.7% | $3,740-64.9% |
| Admin fee / account holder | $100 | $6,751-98.5% | $13,984-99.3% | $5,306-98.1% |