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 10-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 | $11,424 | $97,757-88.3% | $83,848-86.4% | $135,375-91.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.78% | 1287.37%-1300.1pp | 850.88%-863.7pp | 519.73%-532.5pp |
| Employer contribution / active EE | $4,574 | $4,222+8.4% | $3,631+26.0% | $4,779-4.3% |
| Participant deferral / active EE | $2,271 | $4,682-51.5% | $4,082-44.4% | $5,609-59.5% |
| Admin fee / account holder | $97 | $6,674-98.6% | $5,478-98.2% | $10,827-99.1% |