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 | $19,079 | $138,065-86.2% | $123,544-84.6% | $135,375-85.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -115.07% | 153.68%-268.8pp | 119.20%-234.3pp | 519.73%-634.8pp |
| Employer contribution / active EE | $15,000 | $5,151+191.2% | $4,628+224.1% | $4,779+213.9% |
| Participant deferral / active EE | $4,375 | $6,799-35.7% | $6,426-31.9% | $5,609-22.0% |
| Admin fee / account holder | $130 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |