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 6-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 | $13,268 | $202,318-93.4% | $172,739-92.3% | $152,861-91.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 0.09% | 1029.65%-1029.6pp | 802.84%-802.7pp | 345.32%-345.2pp |
| Employer contribution / active EE | $2,022 | $5,856-65.5% | $5,143-60.7% | $4,762-57.5% |
| Participant deferral / active EE | $3,644 | $5,948-38.7% | $5,198-29.9% | $5,850-37.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |