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 | $15,547 | $74,927-79.3% | $101,794-84.7% | $84,808-81.7% |
| Participation rate | 71.0% | 61.4%+9.6pp | 69.2%+1.8pp | 68.3%+2.7pp |
| Annual return | 11.85% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $901 | $1,522-40.8% | $2,289-60.7% | $2,631-65.8% |
| Participant deferral / active EE | $2,140 | $3,099-31.0% | $4,084-47.6% | $4,212-49.2% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |