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 8-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 | $5,503 | $102,966-94.7% | $90,281-93.9% | $152,861-96.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 9.29% | 95.16%-85.9pp | 78.10%-68.8pp | 345.32%-336.0pp |
| Employer contribution / active EE | $213 | $3,139-93.2% | $2,854-92.5% | $4,762-95.5% |
| Participant deferral / active EE | $3,179 | $4,281-25.8% | $3,885-18.2% | $5,850-45.7% |
| Admin fee / account holder | $145 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |