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 | $2,962 | $100,852-97.1% | $90,404-96.7% | $158,922-98.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -102.83% | 1724.20%-1827.0pp | 1293.02%-1395.8pp | 302.83%-405.7pp |
| Employer contribution / active EE | $1,800 | $3,689-51.2% | $3,262-44.8% | $4,761-62.2% |
| Participant deferral / active EE | $6,598 | $4,348+51.8% | $3,963+66.5% | $5,982+10.3% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |