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 6-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 | $3,505 | $90,600-96.1% | $79,464-95.6% | $135,375-97.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -28.27% | 977.43%-1005.7pp | 718.14%-746.4pp | 519.73%-548.0pp |
| Employer contribution / active EE | $2,640 | $3,068-13.9% | $2,800-5.7% | $4,779-44.7% |
| Participant deferral / active EE | $3,348 | $4,050-17.3% | $3,704-9.6% | $5,609-40.3% |
| Admin fee / account holder | $5 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |