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 | $10,028 | $112,881-91.1% | $90,951-89.0% | $158,922-93.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 4.11% | 215.79%-211.7pp | 134.60%-130.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,443 | $2,893-50.1% | $2,122-32.0% | $4,761-69.7% |
| Participant deferral / active EE | $6,644 | $4,128+61.0% | $3,373+97.0% | $5,982+11.1% |
| Admin fee / account holder | $5 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |