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 9-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 | $6,177 | $81,632-92.4% | $70,449-91.2% | $158,922-96.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.64% | 208.40%-205.8pp | 109.03%-106.4pp | 302.83%-300.2pp |
| Employer contribution / active EE | $1,018 | $3,217-68.4% | $2,737-62.8% | $4,761-78.6% |
| Participant deferral / active EE | $1,625 | $4,554-64.3% | $3,709-56.2% | $5,982-72.8% |
| Admin fee / account holder | $78 | $6,193-98.7% | $3,845-98.0% | $11,246-99.3% |