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 | $0 | $48,230-100.0% | $67,502-100.0% | $80,856-100.0% |
| Participation rate | 72.5% | 66.4%+6.1pp | 72.9%-0.4pp | 67.6%+4.8pp |
| Annual return | -112.26% | 18.28%-130.5pp | 3512.12%-3624.4pp | 35.59%-147.9pp |
| Employer contribution / active EE | $3,391 | $2,020+67.9% | $2,731+24.2% | $2,755+23.1% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |