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 | $4,660 | $90,600-94.9% | $79,464-94.1% | $135,375-96.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -21.55% | 977.43%-999.0pp | 718.14%-739.7pp | 519.73%-541.3pp |
| Employer contribution / active EE | $963 | $3,068-68.6% | $2,800-65.6% | $4,779-79.9% |
| Participant deferral / active EE | $1,705 | $4,050-57.9% | $3,704-54.0% | $5,609-69.6% |
| Admin fee / account holder | $2 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |