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 | $7,668 | $102,616-92.5% | $81,983-90.6% | $158,922-95.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 4.64% | 61.04%-56.4pp | 41.31%-36.7pp | 302.83%-298.2pp |
| Employer contribution / active EE | $600 | $3,240-81.5% | $2,498-76.0% | $4,761-87.4% |
| Participant deferral / active EE | $1,322 | $4,648-71.6% | $3,722-64.5% | $5,982-77.9% |
| Admin fee / account holder | $33 | $8,235-99.6% | $5,664-99.4% | $11,246-99.7% |