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 5-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 | $16,145 | $124,319-87.0% | $111,297-85.5% | $167,490-90.4% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 8.19% | 37.44%-29.2pp | 54.65%-46.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,917 | $3,435-44.2% | $2,731-29.8% | $4,837-60.4% |
| Participant deferral / active EE | $2,289 | $5,180-55.8% | $4,487-49.0% | $6,341-63.9% |
| Admin fee / account holder | $48 | $10,618-99.5% | $7,964-99.4% | $12,309-99.6% |