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 | $25,293 | $209,832-87.9% | $189,513-86.7% | $167,490-84.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.56% | 748.27%-745.7pp | 555.15%-552.6pp | 478.56%-476.0pp |
| Employer contribution / active EE | $3,958 | $6,914-42.8% | $6,162-35.8% | $4,837-18.2% |
| Participant deferral / active EE | $12,137 | $8,935+35.8% | $8,221+47.6% | $6,341+91.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |