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 4-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 | $12,565 | $159,901-92.1% | $146,958-91.5% | $145,922-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.96% | 98.13%-97.2pp | 418.34%-417.4pp | 561.29%-560.3pp |
| Employer contribution / active EE | $1,713 | $5,286-67.6% | $4,933-65.3% | $4,660-63.2% |
| Participant deferral / active EE | $11,500 | $8,428+36.4% | $8,070+42.5% | $6,688+72.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |