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 7-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 | $8,007 | $84,695-90.5% | $73,843-89.2% | $125,391-93.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -26.24% | 3123.53%-3149.8pp | 2267.84%-2294.1pp | 282.22%-308.5pp |
| Employer contribution / active EE | $875 | $3,123-72.0% | $2,787-68.6% | $4,866-82.0% |
| Participant deferral / active EE | $6,194 | $3,992+55.1% | $3,583+72.8% | $5,352+15.7% |
| Admin fee / account holder | $143 | $5,691-97.5% | $4,880-97.1% | $9,540-98.5% |