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 | $7,839 | $104,907-92.5% | $84,611-90.7% | $152,861-94.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 7.55% | 373.79%-366.2pp | 258.74%-251.2pp | 345.32%-337.8pp |
| Employer contribution / active EE | $419 | $3,302-87.3% | $2,652-84.2% | $4,762-91.2% |
| Participant deferral / active EE | $1,124 | $4,688-76.0% | $3,899-71.2% | $5,850-80.8% |
| Admin fee / account holder | $32 | $6,241-99.5% | $4,912-99.3% | $11,596-99.7% |