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 | $4,619 | $90,600-94.9% | $79,464-94.2% | $135,375-96.6% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -15.31% | 977.43%-992.7pp | 718.14%-733.5pp | 519.73%-535.0pp |
| Employer contribution / active EE | $553 | $3,068-82.0% | $2,800-80.2% | $4,779-88.4% |
| Participant deferral / active EE | $924 | $4,050-77.2% | $3,704-75.1% | $5,609-83.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |