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 | $15,828 | $209,832-92.5% | $189,513-91.6% | $167,490-90.6% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 5.25% | 748.27%-743.0pp | 555.15%-549.9pp | 478.56%-473.3pp |
| Employer contribution / active EE | $2,372 | $6,914-65.7% | $6,162-61.5% | $4,837-51.0% |
| Participant deferral / active EE | $3,956 | $8,935-55.7% | $8,221-51.9% | $6,341-37.6% |
| Admin fee / account holder | $137 | $14,293-99.0% | $12,045-98.9% | $12,309-98.9% |