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 | $15,649 | $126,574-87.6% | $106,213-85.3% | $145,922-89.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.89% | 224.79%-217.9pp | 116.14%-109.2pp | 561.29%-554.4pp |
| Employer contribution / active EE | $2,422 | $3,730-35.1% | $3,171-23.6% | $4,660-48.0% |
| Participant deferral / active EE | $3,750 | $5,724-34.5% | $5,016-25.2% | $6,688-43.9% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |