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 | $18,717 | $87,013-78.5% | $106,213-82.4% | $80,856-76.9% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.6%+17.0pp |
| Annual return | 10.07% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,472 | $2,395-38.5% | $3,171-53.6% | $2,755-46.6% |
| Participant deferral / active EE | $2,575 | $3,986-35.4% | $5,016-48.7% | $4,296-40.1% |
| Admin fee / account holder | $202 | $8,431-97.6% | $11,033-98.2% | $6,918-97.1% |