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 9-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 | $10,079 | $111,754-91.0% | $103,333-90.2% | $145,922-93.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.43% | 24.77%-24.3pp | 24.88%-24.5pp | 561.29%-560.9pp |
| Employer contribution / active EE | $927 | $4,212-78.0% | $3,868-76.0% | $4,660-80.1% |
| Participant deferral / active EE | $1,973 | $5,619-64.9% | $5,057-61.0% | $6,688-70.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |