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 | $14,325 | $79,449-82.0% | $189,557-92.4% | $85,850-83.3% |
| Participation rate | 92.1% | 66.0%+26.1pp | 78.4%+13.7pp | 69.3%+22.8pp |
| Annual return | 0.15% | 18.45%-18.3pp | 64.17%-64.0pp | 318.53%-318.4pp |
| Employer contribution / active EE | $6,737 | $2,081+223.7% | $4,412+52.7% | $2,565+162.6% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,807-100.0% | $6,260-100.0% |