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 7-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 | $8,286 | $217,402-96.2% | $185,823-95.5% | $167,490-95.1% |
| Participation rate | 88.2% | 86.0%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 7.76% | 148.36%-140.6pp | 122.05%-114.3pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,348 | $5,873-77.0% | $5,167-73.9% | $4,837-72.1% |
| Participant deferral / active EE | $3,576 | $6,356-43.7% | $5,568-35.8% | $6,341-43.6% |
| Admin fee / account holder | $163 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |