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 | $3,945 | $65,409-94.0% | $98,442-96.0% | $85,850-95.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.34% | 21.76%-11.4pp | 1492.73%-1482.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $838 | $2,168-61.3% | $2,960-71.7% | $2,565-67.3% |
| Participant deferral / active EE | $1,541 | $3,166-51.3% | $4,276-64.0% | $3,952-61.0% |
| Admin fee / account holder | $67 | $4,593-98.5% | $5,949-98.9% | $6,260-98.9% |