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 | $8,010 | $97,757-91.8% | $83,848-90.4% | $135,375-94.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -49.20% | 1287.37%-1336.6pp | 850.88%-900.1pp | 519.73%-568.9pp |
| Employer contribution / active EE | $2,256 | $4,222-46.6% | $3,631-37.9% | $4,779-52.8% |
| Participant deferral / active EE | $4,994 | $4,682+6.6% | $4,082+22.3% | $5,609-11.0% |
| Admin fee / account holder | $120 | $6,674-98.2% | $5,478-97.8% | $10,827-98.9% |