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 10-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 | $8,313 | $72,492-88.5% | $87,100-90.5% | $72,985-88.6% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 15.75% | 24.46%-8.7pp | 28.19%-12.4pp | 81.00%-65.3pp |
| Employer contribution / active EE | $781 | $1,894-58.8% | $2,521-69.0% | $2,440-68.0% |
| Participant deferral / active EE | $1,740 | $3,270-46.8% | $4,049-57.0% | $3,607-51.8% |
| Admin fee / account holder | $30 | $5,055-99.4% | $7,497-99.6% | $5,124-99.4% |