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 | $4,708 | $80,717-94.2% | $154,803-97.0% | $84,808-94.4% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 10.95% | 37.96%-27.0pp | 58.88%-47.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $614 | $2,761-77.8% | $4,305-85.7% | $2,631-76.7% |
| Participant deferral / active EE | $1,042 | $3,303-68.4% | $5,540-81.2% | $4,212-75.2% |
| Admin fee / account holder | $258 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |