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 | $14,331 | $159,602-91.0% | $150,045-90.4% | $142,382-89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.00% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,613 | $4,961-47.3% | $4,693-44.3% | $4,299-39.2% |
| Participant deferral / active EE | $3,143 | $8,310-62.2% | $7,997-60.7% | $6,507-51.7% |
| Admin fee / account holder | $133 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |