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 | $5,218 | $90,600-94.2% | $79,464-93.4% | $135,375-96.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -21.45% | 977.43%-998.9pp | 718.14%-739.6pp | 519.73%-541.2pp |
| Employer contribution / active EE | $1,775 | $3,068-42.1% | $2,800-36.6% | $4,779-62.9% |
| Participant deferral / active EE | $2,106 | $4,050-48.0% | $3,704-43.1% | $5,609-62.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |