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 | $10,641 | $227,553-95.3% | $189,557-94.4% | $167,490-93.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 2.63% | 78.40%-75.8pp | 64.17%-61.5pp | 478.56%-475.9pp |
| Employer contribution / active EE | $7,161 | $5,316+34.7% | $4,412+62.3% | $4,837+48.0% |
| Participant deferral / active EE | $2,386 | $7,002-65.9% | $6,174-61.4% | $6,341-62.4% |
| Admin fee / account holder | $8 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |