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 4-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 | $2,654 | $92,703-97.1% | $82,719-96.8% | $134,475-98.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13924.72% | 944.92%-14869.6pp | 701.18%-14625.9pp | 417.96%-14342.7pp |
| Employer contribution / active EE | $603 | $3,274-81.6% | $3,009-80.0% | $4,740-87.3% |
| Participant deferral / active EE | $4,544 | $4,802-5.4% | $4,395+3.4% | $6,400-29.0% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |