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 7-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 | $26,724 | $202,318-86.8% | $172,739-84.5% | $152,861-82.5% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 8.57% | 1029.65%-1021.1pp | 802.84%-794.3pp | 345.32%-336.7pp |
| Employer contribution / active EE | $7,098 | $5,856+21.2% | $5,143+38.0% | $4,762+49.0% |
| Participant deferral / active EE | $5,819 | $5,948-2.2% | $5,198+12.0% | $5,850-0.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |