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 | $26,154 | $162,781-83.9% | $133,956-80.5% | $158,922-83.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.39% | 41.94%-40.6pp | 45.09%-43.7pp | 302.83%-301.4pp |
| Employer contribution / active EE | $927 | $4,975-81.4% | $3,919-76.4% | $4,761-80.5% |
| Participant deferral / active EE | $4,820 | $5,911-18.5% | $5,048-4.5% | $5,982-19.4% |
| Admin fee / account holder | $288 | $11,736-97.5% | $8,927-96.8% | $11,246-97.4% |