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 | $1,634 | $90,600-98.2% | $79,464-97.9% | $135,375-98.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -217.78% | 977.43%-1195.2pp | 718.14%-935.9pp | 519.73%-737.5pp |
| Employer contribution / active EE | $793 | $3,068-74.2% | $2,800-71.7% | $4,779-83.4% |
| Participant deferral / active EE | $921 | $4,050-77.3% | $3,704-75.1% | $5,609-83.6% |
| Admin fee / account holder | $1 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |