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 | $6,884 | $165,984-95.9% | $164,813-95.8% | $145,922-95.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.54% | 100.03%-95.5pp | 69.93%-65.4pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,436 | $5,273-72.8% | $4,341-66.9% | $4,660-69.2% |
| Participant deferral / active EE | $2,320 | $6,959-66.7% | $6,031-61.5% | $6,688-65.3% |
| Admin fee / account holder | $267 | $16,648-98.4% | $12,690-97.9% | $13,397-98.0% |