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 10-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 | $8,391 | $91,037-90.8% | $71,671-88.3% | $147,584-94.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 4.11% | 20.48%-16.4pp | 20.65%-16.5pp | 578.55%-574.4pp |
| Employer contribution / active EE | $2,286 | $3,327-31.3% | $2,460-7.1% | $4,876-53.1% |
| Participant deferral / active EE | $3,379 | $4,498-24.9% | $3,438-1.7% | $5,439-37.9% |
| Admin fee / account holder | $2 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |