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 | $16,927 | $149,734-88.7% | $118,925-85.8% | $158,922-89.3% |
| Participation rate | 85.0% | 82.1%+2.9pp | 75.4%+9.6pp | 82.0%+3.0pp |
| Annual return | 3.82% | 19.95%-16.1pp | 35.88%-32.1pp | 302.83%-299.0pp |
| Employer contribution / active EE | $1,857 | $4,115-54.9% | $3,263-43.1% | $4,761-61.0% |
| Participant deferral / active EE | $2,198 | $5,223-57.9% | $4,265-48.5% | $5,982-63.3% |
| Admin fee / account holder | $168 | $8,603-98.0% | $6,581-97.4% | $11,246-98.5% |