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 | $2,854 | $97,757-97.1% | $83,848-96.6% | $135,375-97.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.09% | 1287.37%-1301.5pp | 850.88%-865.0pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,216 | $4,222-71.2% | $3,631-66.5% | $4,779-74.6% |
| Participant deferral / active EE | $1,216 | $4,682-74.0% | $4,082-70.2% | $5,609-78.3% |
| Admin fee / account holder | $9 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |