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 | $20,366 | $202,318-89.9% | $172,739-88.2% | $152,861-86.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.66% | 1029.65%-1025.0pp | 802.84%-798.2pp | 345.32%-340.7pp |
| Employer contribution / active EE | $2,050 | $5,856-65.0% | $5,143-60.1% | $4,762-57.0% |
| Participant deferral / active EE | $4,100 | $5,948-31.1% | $5,198-21.1% | $5,850-29.9% |
| Admin fee / account holder | $16 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |