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 8-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 | $7,407 | $135,635-94.5% | $110,238-93.3% | $135,375-94.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -26.63% | 513.19%-539.8pp | 314.74%-341.4pp | 519.73%-546.4pp |
| Employer contribution / active EE | $2,477 | $4,906-49.5% | $3,826-35.3% | $4,779-48.2% |
| Participant deferral / active EE | $3,359 | $5,506-39.0% | $4,672-28.1% | $5,609-40.1% |
| Admin fee / account holder | $71 | $11,457-99.4% | $8,547-99.2% | $10,827-99.3% |