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 10-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 | $28,600 | $198,466-85.6% | $170,442-83.2% | $147,584-80.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.07% | 257.29%-249.2pp | 205.93%-197.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $1,336 | $6,184-78.4% | $5,433-75.4% | $4,876-72.6% |
| Participant deferral / active EE | $3,641 | $5,629-35.3% | $4,939-26.3% | $5,439-33.1% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |