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 | $16,185 | $63,346-74.5% | $92,233-82.5% | $70,131-76.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 6.12% | 530.12%-524.0pp | 176.28%-170.2pp | 73.14%-67.0pp |
| Employer contribution / active EE | $5,974 | $2,471+141.7% | $3,679+62.4% | $2,342+155.0% |
| Participant deferral / active EE | $3,138 | $2,854+10.0% | $3,897-19.5% | $3,332-5.8% |
| Admin fee / account holder | $109 | $3,840-97.2% | $5,194-97.9% | $4,645-97.7% |