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 7-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 | $19,730 | $202,318-90.2% | $172,739-88.6% | $152,861-87.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.44% | 1029.65%-1030.1pp | 802.84%-803.3pp | 345.32%-345.8pp |
| Employer contribution / active EE | $2,224 | $5,856-62.0% | $5,143-56.8% | $4,762-53.3% |
| Participant deferral / active EE | $8,354 | $5,948+40.5% | $5,198+60.7% | $5,850+42.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |