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 | $30,287 | $209,411-85.5% | $178,490-83.0% | $158,922-80.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.71% | 188.75%-187.0pp | 151.07%-149.4pp | 302.83%-301.1pp |
| Employer contribution / active EE | $3,203 | $5,706-43.9% | $5,011-36.1% | $4,761-32.7% |
| Participant deferral / active EE | $22,176 | $5,954+272.4% | $5,202+326.3% | $5,982+270.7% |
| Admin fee / account holder | $197 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |