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 3-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 | $2,139 | $57,016-96.2% | $84,966-97.5% | $80,856-97.4% |
| Participation rate | 96.0% | 56.3%+39.7pp | 67.5%+28.5pp | 67.6%+28.4pp |
| Annual return | 0.59% | 21.66%-21.1pp | 66.38%-65.8pp | 35.59%-35.0pp |
| Employer contribution / active EE | $546 | $1,798-69.6% | $2,727-80.0% | $2,755-80.2% |
| Participant deferral / active EE | $1,149 | $3,110-63.1% | $4,519-74.6% | $4,296-73.3% |
| Admin fee / account holder | $226 | $4,980-95.5% | $6,149-96.3% | $6,918-96.7% |