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 10-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 | $9,830 | $202,318-95.1% | $172,739-94.3% | $152,861-93.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -95.75% | 1029.65%-1125.4pp | 802.84%-898.6pp | 345.32%-441.1pp |
| Employer contribution / active EE | $3,536 | $5,856-39.6% | $5,143-31.2% | $4,762-25.7% |
| Participant deferral / active EE | $9,050 | $5,948+52.2% | $5,198+74.1% | $5,850+54.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |