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 | $7,655 | $97,757-92.2% | $83,848-90.9% | $135,375-94.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.85% | 1287.37%-1303.2pp | 850.88%-866.7pp | 519.73%-535.6pp |
| Employer contribution / active EE | $2,497 | $4,222-40.8% | $3,631-31.2% | $4,779-47.7% |
| Participant deferral / active EE | $2,838 | $4,682-39.4% | $4,082-30.5% | $5,609-49.4% |
| Admin fee / account holder | $84 | $6,674-98.7% | $5,478-98.5% | $10,827-99.2% |