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 | $6,271 | $65,685-90.5% | $57,179-89.0% | $273,961-97.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.67% | 21.99%-23.7pp | 14.59%-16.3pp | 41.45%-43.1pp |
| Employer contribution / active EE | $1,424 | $3,279-56.6% | $2,682-46.9% | $4,869-70.7% |
| Participant deferral / active EE | $1,885 | $3,782-50.2% | $3,096-39.1% | $5,287-64.3% |
| Admin fee / account holder | $14 | $4,835-99.7% | $3,139-99.6% | $10,132-99.9% |