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 | $7,601 | $95,971-92.1% | $74,550-89.8% | $135,375-94.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -163.05% | 56.96%-220.0pp | 32.53%-195.6pp | 519.73%-682.8pp |
| Employer contribution / active EE | $919 | $2,716-66.2% | $1,961-53.2% | $4,779-80.8% |
| Participant deferral / active EE | $6,817 | $3,843+77.4% | $3,108+119.3% | $5,609+21.5% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |