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 | $1,787 | $104,106-98.3% | $71,086-97.5% | $135,375-98.7% |
| Participation rate | 80.0% | 65.7%+14.3pp | 54.7%+25.3pp | 82.6%-2.6pp |
| Annual return | -22.24% | 1256.30%-1278.5pp | 650.59%-672.8pp | 519.73%-542.0pp |
| Employer contribution / active EE | $458 | $1,485-69.2% | $1,088-57.9% | $4,779-90.4% |
| Participant deferral / active EE | $506 | $2,527-80.0% | $1,874-73.0% | $5,609-91.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |