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 | $5,482 | $165,912-96.7% | $122,332-95.5% | $147,584-96.3% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 5.73% | 34.55%-28.8pp | 30.27%-24.5pp | 578.55%-572.8pp |
| Employer contribution / active EE | $936 | $5,754-83.7% | $4,050-76.9% | $4,876-80.8% |
| Participant deferral / active EE | $1,800 | $4,005-55.1% | $3,287-45.2% | $5,439-66.9% |
| Admin fee / account holder | $18 | $7,424-99.8% | $5,478-99.7% | $10,885-99.8% |