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 | $5,395 | $176,812-96.9% | $146,665-96.3% | $167,490-96.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 2.22% | 24.03%-21.8pp | 22.74%-20.5pp | 478.56%-476.3pp |
| Employer contribution / active EE | $1,484 | $5,160-71.2% | $4,136-64.1% | $4,837-69.3% |
| Participant deferral / active EE | $4,203 | $6,440-34.7% | $5,506-23.7% | $6,341-33.7% |
| Admin fee / account holder | $37 | $13,259-99.7% | $10,280-99.6% | $12,309-99.7% |