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 | $15,472 | $183,519-91.6% | $155,509-90.1% | $145,922-89.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.14% | 61.17%-61.0pp | 64.67%-64.5pp | 561.29%-561.1pp |
| Employer contribution / active EE | $4,500 | $5,313-15.3% | $4,672-3.7% | $4,660-3.4% |
| Participant deferral / active EE | $3,389 | $6,462-47.6% | $5,626-39.8% | $6,688-49.3% |
| Admin fee / account holder | $224 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |