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 | $14,577 | $183,963-92.1% | $162,163-91.0% | $152,861-90.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.11% | 150.76%-138.7pp | 115.59%-103.5pp | 345.32%-333.2pp |
| Employer contribution / active EE | $9,402 | $6,371+47.6% | $5,614+67.5% | $4,762+97.4% |
| Participant deferral / active EE | $3,164 | $8,034-60.6% | $7,298-56.7% | $5,850-45.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |