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 3-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 | $8,622 | $81,460-89.4% | $103,333-91.7% | $80,856-89.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.91% | 25.55%-15.6pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,531 | $3,105-50.7% | $3,868-60.4% | $2,755-44.4% |
| Participant deferral / active EE | $1,778 | $3,869-54.0% | $5,057-64.8% | $4,296-58.6% |
| Admin fee / account holder | $43 | $6,566-99.4% | $8,355-99.5% | $6,918-99.4% |