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 | $6,814 | $159,901-95.7% | $146,958-95.4% | $145,922-95.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 8.13% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,219 | $5,286-58.0% | $4,933-55.0% | $4,660-52.4% |
| Participant deferral / active EE | $2,947 | $8,428-65.0% | $8,070-63.5% | $6,688-55.9% |
| Admin fee / account holder | $133 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |