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 4-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 | $4,837 | $81,248-94.0% | $155,509-96.9% | $80,856-94.0% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 9.15% | 33.31%-24.2pp | 64.67%-55.5pp | 35.59%-26.4pp |
| Employer contribution / active EE | $862 | $3,100-72.2% | $4,672-81.5% | $2,755-68.7% |
| Participant deferral / active EE | $2,960 | $3,452-14.2% | $5,626-47.4% | $4,296-31.1% |
| Admin fee / account holder | $169 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |