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 | $10,942 | $80,968-86.5% | $96,544-88.7% | $75,163-85.4% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 3.19% | 27.06%-23.9pp | 25.84%-22.6pp | 160.62%-157.4pp |
| Employer contribution / active EE | $3,448 | $2,282+51.1% | $2,965+16.3% | $2,670+29.2% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |