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 5-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 | $4,472 | $95,416-95.3% | $185,823-97.6% | $85,850-94.8% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 1.07% | 23.59%-22.5pp | 122.05%-121.0pp | 318.53%-317.5pp |
| Employer contribution / active EE | $1,137 | $3,314-65.7% | $5,167-78.0% | $2,565-55.7% |
| Participant deferral / active EE | $1,397 | $3,423-59.2% | $5,568-74.9% | $3,952-64.6% |
| Admin fee / account holder | $185 | $7,213-97.4% | $16,237-98.9% | $6,260-97.0% |