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 | $6,521 | $37,426-82.6% | $77,482-91.6% | $79,858-91.8% |
| Participation rate | 71.9% | 41.5%+30.4pp | 54.2%+17.7pp | 69.6%+2.2pp |
| Annual return | 7.72% | 39.70%-32.0pp | 54.79%-47.1pp | 31.71%-24.0pp |
| Employer contribution / active EE | $857 | $637+34.6% | $986-13.1% | $2,471-65.3% |
| Participant deferral / active EE | $1,524 | $1,260+21.0% | $1,861-18.1% | $3,740-59.2% |
| Admin fee / account holder | $103 | $2,504-95.9% | $2,858-96.4% | $5,306-98.1% |