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 | $17,985 | $64,121-72.0% | $78,805-77.2% | $116,875-84.6% |
| Participation rate | 96.0% | 71.0%+25.0pp | 73.6%+22.4pp | 74.5%+21.5pp |
| Annual return | 11.85% | 16.32%-4.5pp | -2.71%+14.6pp | 16.29%-4.4pp |
| Employer contribution / active EE | $1,174 | $2,257-48.0% | $4,059-71.1% | $3,288-64.3% |
| Participant deferral / active EE | $1,399 | $2,757-49.3% | $3,584-61.0% | $3,885-64.0% |
| Admin fee / account holder | $11 | $5,745-99.8% | $5,677-99.8% | $12,263-99.9% |