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 | $17,621 | $157,256-88.8% | $141,162-87.5% | $152,861-88.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 3.68% | 64.32%-60.6pp | 71.39%-67.7pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,314 | $5,261-75.0% | $4,735-72.3% | $4,762-72.4% |
| Participant deferral / active EE | $3,131 | $7,109-56.0% | $6,709-53.3% | $5,850-46.5% |
| Admin fee / account holder | $275 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |