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 | $10,658 | $91,911-88.4% | $68,793-84.5% | $135,375-92.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -9.89% | -8.22%-1.7pp | -4.63%-5.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $965 | $3,924-75.4% | $2,625-63.3% | $4,779-79.8% |
| Participant deferral / active EE | $2,638 | $4,315-38.9% | $3,311-20.3% | $5,609-53.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |