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 10-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 | $9,278 | $150,440-93.8% | $136,294-93.2% | $147,584-93.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.89% | 1049.08%-1041.2pp | 5155.94%-5148.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,540 | $5,256-70.7% | $4,695-67.2% | $4,876-68.4% |
| Participant deferral / active EE | $3,080 | $6,630-53.5% | $6,247-50.7% | $5,439-43.4% |
| Admin fee / account holder | $8 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |