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 9-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 | $6,899 | $99,020-93.0% | $86,590-92.0% | $147,584-95.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.50% | 1312.34%-1311.8pp | 964.84%-964.3pp | 578.55%-578.0pp |
| Employer contribution / active EE | $298 | $3,132-90.5% | $2,839-89.5% | $4,876-93.9% |
| Participant deferral / active EE | $3,803 | $3,972-4.3% | $3,609+5.4% | $5,439-30.1% |
| Admin fee / account holder | $21 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |