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 10-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 | $6,644 | $78,694-91.6% | $67,652-90.2% | $125,391-94.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -87.18% | 9.46%-96.6pp | 6625.04%-6712.2pp | 282.22%-369.4pp |
| Employer contribution / active EE | $1,493 | $3,044-51.0% | $2,266-34.1% | $4,866-69.3% |
| Participant deferral / active EE | $1,493 | $4,292-65.2% | $3,560-58.1% | $5,352-72.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |