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 8-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 | $6,224 | $81,248-92.3% | $155,509-96.0% | $80,856-92.3% |
| Participation rate | 90.7% | 66.2%+24.5pp | 78.2%+12.5pp | 67.6%+23.1pp |
| Annual return | 8.94% | 33.31%-24.4pp | 64.67%-55.7pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,333 | $3,100-57.0% | $4,672-71.5% | $2,755-51.6% |
| Participant deferral / active EE | $2,556 | $3,452-26.0% | $5,626-54.6% | $4,296-40.5% |
| Admin fee / account holder | $214 | $7,997-97.3% | $15,912-98.7% | $6,918-96.9% |