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 9-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 | $10,325 | $155,788-93.4% | $124,672-91.7% | $167,490-93.8% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 5.71% | 17.97%-12.3pp | 5142.93%-5137.2pp | 478.56%-472.9pp |
| Employer contribution / active EE | $1,061 | $4,163-74.5% | $3,324-68.1% | $4,837-78.1% |
| Participant deferral / active EE | $1,813 | $5,673-68.0% | $4,614-60.7% | $6,341-71.4% |
| Admin fee / account holder | $134 | $9,531-98.6% | $7,493-98.2% | $12,309-98.9% |