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 | $7,827 | $104,106-92.5% | $71,086-89.0% | $135,375-94.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -22.63% | 1256.30%-1278.9pp | 650.59%-673.2pp | 519.73%-542.4pp |
| Employer contribution / active EE | $687 | $1,485-53.8% | $1,088-36.9% | $4,779-85.6% |
| Participant deferral / active EE | $926 | $2,527-63.3% | $1,874-50.6% | $5,609-83.5% |
| Admin fee / account holder | $224 | $4,142-94.6% | $3,082-92.7% | $10,827-97.9% |