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 | $18,469 | $160,055-88.5% | $140,016-86.8% | $135,375-86.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.74% | 911.38%-922.1pp | 651.12%-661.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,380 | $6,420-62.9% | $5,606-57.6% | $4,779-50.2% |
| Participant deferral / active EE | $2,764 | $7,642-63.8% | $6,927-60.1% | $5,609-50.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |