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 | $1,750 | $95,193-98.2% | $76,523-97.7% | $135,375-98.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -35.51% | 4.85%-40.4pp | -0.27%-35.2pp | 519.73%-555.2pp |
| Employer contribution / active EE | $942 | $3,302-71.5% | $2,647-64.4% | $4,779-80.3% |
| Participant deferral / active EE | $1,672 | $4,639-64.0% | $3,835-56.4% | $5,609-70.2% |
| Admin fee / account holder | $10 | $6,249-99.8% | $4,848-99.8% | $10,827-99.9% |