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 | $7,830 | $148,534-94.7% | $135,903-94.2% | $139,434-94.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.03% | 79.19%-67.2pp | 68.23%-56.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,734 | $5,243-66.9% | $4,856-64.3% | $4,751-63.5% |
| Participant deferral / active EE | $2,601 | $8,100-67.9% | $7,758-66.5% | $6,710-61.2% |
| Admin fee / account holder | $105 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |