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 4-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 | $12,323 | $163,101-92.4% | $136,749-91.0% | $142,382-91.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 6.86% | 27.54%-20.7pp | 24.33%-17.5pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,185 | $4,117-46.9% | $3,400-35.7% | $4,299-49.2% |
| Participant deferral / active EE | $3,192 | $5,585-42.8% | $4,692-32.0% | $6,507-50.9% |
| Admin fee / account holder | $50 | $14,318-99.7% | $11,386-99.6% | $12,624-99.6% |