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 5-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 | $6,147 | $156,846-96.1% | $121,098-94.9% | $139,434-95.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.85% | 1474.56%-1467.7pp | 985.75%-978.9pp | 372.94%-366.1pp |
| Employer contribution / active EE | $2,770 | $5,536-50.0% | $4,164-33.5% | $4,751-41.7% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $13 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |