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 | $10,661 | $109,327-90.2% | $89,391-88.1% | $158,922-93.3% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 2.68% | 345.68%-343.0pp | 245.62%-242.9pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,965 | $3,170-38.0% | $2,586-24.0% | $4,761-58.7% |
| Participant deferral / active EE | $2,041 | $4,598-55.6% | $3,890-47.5% | $5,982-65.9% |
| Admin fee / account holder | $12 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |