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 | $7,468 | $160,055-95.3% | $140,016-94.7% | $135,375-94.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.89% | 911.38%-927.3pp | 651.12%-667.0pp | 519.73%-535.6pp |
| Employer contribution / active EE | $1,417 | $6,420-77.9% | $5,606-74.7% | $4,779-70.4% |
| Participant deferral / active EE | $3,817 | $7,642-50.1% | $6,927-44.9% | $5,609-32.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |