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 | $6,458 | $107,334-94.0% | $92,893-93.0% | $152,861-95.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 7.51% | 145.58%-138.1pp | 109.41%-101.9pp | 345.32%-337.8pp |
| Employer contribution / active EE | $983 | $4,221-76.7% | $3,653-73.1% | $4,762-79.4% |
| Participant deferral / active EE | $1,368 | $4,845-71.8% | $4,236-67.7% | $5,850-76.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |