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 6-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 | $12,421 | $118,849-89.5% | $96,562-87.1% | $167,490-92.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.19% | 50.49%-45.3pp | 37.78%-32.6pp | 478.56%-473.4pp |
| Employer contribution / active EE | $1,602 | $3,120-48.6% | $2,356-32.0% | $4,837-66.9% |
| Participant deferral / active EE | $2,762 | $4,616-40.2% | $3,849-28.2% | $6,341-56.4% |
| Admin fee / account holder | $117 | $8,065-98.5% | $6,181-98.1% | $12,309-99.0% |