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 4-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 | $2,508 | $90,600-97.2% | $79,464-96.8% | $135,375-98.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.36% | 977.43%-993.8pp | 718.14%-734.5pp | 519.73%-536.1pp |
| Employer contribution / active EE | $580 | $3,068-81.1% | $2,800-79.3% | $4,779-87.9% |
| Participant deferral / active EE | $972 | $4,050-76.0% | $3,704-73.8% | $5,609-82.7% |
| Admin fee / account holder | $11 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |