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 | $9,456 | $102,966-90.8% | $90,281-89.5% | $152,861-93.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 2.05% | 95.16%-93.1pp | 78.10%-76.1pp | 345.32%-343.3pp |
| Employer contribution / active EE | $1,552 | $3,139-50.6% | $2,854-45.6% | $4,762-67.4% |
| Participant deferral / active EE | $1,798 | $4,281-58.0% | $3,885-53.7% | $5,850-69.3% |
| Admin fee / account holder | $131 | $6,171-97.9% | $5,351-97.5% | $11,596-98.9% |