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 4-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 | $2,471 | $72,400-96.6% | $67,502-96.3% | $145,922-98.3% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 4.75% | 7182.46%-7177.7pp | 3512.12%-3507.4pp | 561.29%-556.5pp |
| Employer contribution / active EE | $531 | $3,069-82.7% | $2,731-80.6% | $4,660-88.6% |
| Participant deferral / active EE | $1,116 | $4,783-76.7% | $4,000-72.1% | $6,688-83.3% |
| Admin fee / account holder | $215 | $5,539-96.1% | $3,998-94.6% | $13,397-98.4% |