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 4-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 | $17,557 | $117,841-85.1% | $102,423-82.9% | $145,922-88.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 7.84% | 31.65%-23.8pp | 29.32%-21.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $8,289 | $3,615+129.3% | $3,023+174.2% | $4,660+77.9% |
| Participant deferral / active EE | $2,352 | $5,731-59.0% | $5,053-53.5% | $6,688-64.8% |
| Admin fee / account holder | $300 | $13,326-97.7% | $9,451-96.8% | $13,397-97.8% |