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 3-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 | $11,588 | $185,822-93.8% | $169,993-93.2% | $139,434-91.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.81% | 60.50%-53.7pp | 53.37%-46.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $2,867 | $7,590-62.2% | $6,785-57.8% | $4,751-39.7% |
| Participant deferral / active EE | $5,876 | $11,622-49.4% | $10,408-43.5% | $6,710-12.4% |
| Admin fee / account holder | $198 | $15,381-98.7% | $12,815-98.5% | $11,403-98.3% |