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 | $14,230 | $117,841-87.9% | $102,423-86.1% | $145,922-90.2% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 4.60% | 31.65%-27.1pp | 29.32%-24.7pp | 561.29%-556.7pp |
| Employer contribution / active EE | $3,284 | $3,615-9.1% | $3,023+8.6% | $4,660-29.5% |
| Participant deferral / active EE | $6,214 | $5,731+8.4% | $5,053+23.0% | $6,688-7.1% |
| Admin fee / account holder | $76 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |