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 3-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 | $11,481 | $81,460-85.9% | $103,333-88.9% | $80,856-85.8% |
| Participation rate | 78.8% | 66.8%+11.9pp | 74.5%+4.3pp | 67.6%+11.1pp |
| Annual return | 10.24% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,783 | $3,105-42.6% | $3,868-53.9% | $2,755-35.3% |
| Participant deferral / active EE | $3,442 | $3,869-11.0% | $5,057-31.9% | $4,296-19.9% |
| Admin fee / account holder | $259 | $6,566-96.1% | $8,355-96.9% | $6,918-96.3% |