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 | $16,520 | $202,318-91.8% | $172,739-90.4% | $152,861-89.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.10% | 1029.65%-1024.5pp | 802.84%-797.7pp | 345.32%-340.2pp |
| Employer contribution / active EE | $5,003 | $5,856-14.6% | $5,143-2.7% | $4,762+5.0% |
| Participant deferral / active EE | $4,958 | $5,948-16.6% | $5,198-4.6% | $5,850-15.3% |
| Admin fee / account holder | $122 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |