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 7-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 | $4,386 | $109,817-96.0% | $98,442-95.5% | $167,490-97.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 6.06% | 1956.69%-1950.6pp | 1492.73%-1486.7pp | 478.56%-472.5pp |
| Employer contribution / active EE | $1,193 | $3,224-63.0% | $2,960-59.7% | $4,837-75.3% |
| Participant deferral / active EE | $3,061 | $4,673-34.5% | $4,276-28.4% | $6,341-51.7% |
| Admin fee / account holder | $17 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |