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 | $8,709 | $112,881-92.3% | $90,951-90.4% | $158,922-94.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 4.03% | 215.79%-211.8pp | 134.60%-130.6pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,462 | $2,893-49.5% | $2,122-31.1% | $4,761-69.3% |
| Participant deferral / active EE | $3,305 | $4,128-19.9% | $3,373-2.0% | $5,982-44.8% |
| Admin fee / account holder | $168 | $8,041-97.9% | $5,959-97.2% | $11,246-98.5% |