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 | $19,096 | $103,376-81.5% | $87,100-78.1% | $152,861-87.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 9.04% | 28.10%-19.1pp | 28.19%-19.2pp | 345.32%-336.3pp |
| Employer contribution / active EE | $1,977 | $3,220-38.6% | $2,521-21.6% | $4,762-58.5% |
| Participant deferral / active EE | $2,994 | $4,778-37.3% | $4,049-26.1% | $5,850-48.8% |
| Admin fee / account holder | $2 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |