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 | $5,005 | $183,519-97.3% | $155,509-96.8% | $145,922-96.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.19% | 61.17%-57.0pp | 64.67%-60.5pp | 561.29%-557.1pp |
| Employer contribution / active EE | $1,403 | $5,313-73.6% | $4,672-70.0% | $4,660-69.9% |
| Participant deferral / active EE | $2,911 | $6,462-55.0% | $5,626-48.3% | $6,688-56.5% |
| Admin fee / account holder | $190 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |