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 | $7,570 | $84,695-91.1% | $73,843-89.7% | $125,391-94.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -35.77% | 3123.53%-3159.3pp | 2267.84%-2303.6pp | 282.22%-318.0pp |
| Employer contribution / active EE | $2,465 | $3,123-21.1% | $2,787-11.6% | $4,866-49.3% |
| Participant deferral / active EE | $4,396 | $3,992+10.1% | $3,583+22.7% | $5,352-17.9% |
| Admin fee / account holder | $12 | $5,691-99.8% | $4,880-99.8% | $9,540-99.9% |