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 6-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 | $3,196 | $158,398-98.0% | $126,539-97.5% | $142,382-97.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 0.41% | 593.76%-593.3pp | 425.95%-425.5pp | 217.08%-216.7pp |
| Employer contribution / active EE | $678 | $4,650-85.4% | $3,674-81.6% | $4,299-84.2% |
| Participant deferral / active EE | $421 | $4,767-91.2% | $4,083-89.7% | $6,507-93.5% |
| Admin fee / account holder | $249 | $6,918-96.4% | $6,065-95.9% | $12,624-98.0% |