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 | $18,718 | $209,411-91.1% | $178,490-89.5% | $158,922-88.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.34% | 188.75%-188.4pp | 151.07%-150.7pp | 302.83%-302.5pp |
| Employer contribution / active EE | $1,517 | $5,706-73.4% | $5,011-69.7% | $4,761-68.1% |
| Participant deferral / active EE | $3,007 | $5,954-49.5% | $5,202-42.2% | $5,982-49.7% |
| Admin fee / account holder | $16 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |