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 9-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 | $13,181 | $52,836-75.1% | $105,738-87.5% | $64,186-79.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -11.44% | 14.30%-25.7pp | 6.27%-17.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,936 | $1,827+6.0% | $3,268-40.8% | $2,381-18.7% |
| Participant deferral / active EE | $4,443 | $2,545+74.5% | $4,080+8.9% | $3,470+28.1% |
| Admin fee / account holder | $89 | $3,959-97.7% | $6,913-98.7% | $4,888-98.2% |