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 | $2,799 | $95,193-97.1% | $76,523-96.3% | $135,375-97.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -27.80% | 4.85%-32.6pp | -0.27%-27.5pp | 519.73%-547.5pp |
| Employer contribution / active EE | $899 | $3,302-72.8% | $2,647-66.1% | $4,779-81.2% |
| Participant deferral / active EE | $1,940 | $4,639-58.2% | $3,835-49.4% | $5,609-65.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |