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 | $20,204 | $217,402-90.7% | $185,823-89.1% | $167,490-87.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.04% | 148.36%-142.3pp | 122.05%-116.0pp | 478.56%-472.5pp |
| Employer contribution / active EE | $5,391 | $5,873-8.2% | $5,167+4.3% | $4,837+11.4% |
| Participant deferral / active EE | $9,037 | $6,356+42.2% | $5,568+62.3% | $6,341+42.5% |
| Admin fee / account holder | $167 | $19,811-99.2% | $16,237-99.0% | $12,309-98.6% |