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 | $2,002 | $90,600-97.8% | $79,464-97.5% | $135,375-98.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.85% | 977.43%-987.3pp | 718.14%-728.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $348 | $3,068-88.7% | $2,800-87.6% | $4,779-92.7% |
| Participant deferral / active EE | $1,198 | $4,050-70.4% | $3,704-67.7% | $5,609-78.6% |
| Admin fee / account holder | $12 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |