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 | $20,207 | $152,587-86.8% | $125,175-83.9% | $152,861-86.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.58% | 54.84%-45.3pp | 43.79%-34.2pp | 345.32%-335.7pp |
| Employer contribution / active EE | $8,121 | $4,946+64.2% | $3,865+110.1% | $4,762+70.5% |
| Participant deferral / active EE | $9,500 | $5,868+61.9% | $4,937+92.4% | $5,850+62.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |