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 | $1,147 | $99,020-98.8% | $86,590-98.7% | $147,584-99.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -44.01% | 1312.34%-1356.3pp | 964.84%-1008.9pp | 578.55%-622.6pp |
| Employer contribution / active EE | $440 | $3,132-86.0% | $2,839-84.5% | $4,876-91.0% |
| Participant deferral / active EE | $668 | $3,972-83.2% | $3,609-81.5% | $5,439-87.7% |
| Admin fee / account holder | $49 | $5,710-99.1% | $4,906-99.0% | $10,885-99.6% |