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 6-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 | $3,264 | $95,971-96.6% | $74,550-95.6% | $135,375-97.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.64% | 56.96%-68.6pp | 32.53%-44.2pp | 519.73%-531.4pp |
| Employer contribution / active EE | $638 | $2,716-76.5% | $1,961-67.5% | $4,779-86.7% |
| Participant deferral / active EE | $1,511 | $3,843-60.7% | $3,108-51.4% | $5,609-73.1% |
| Admin fee / account holder | $1 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |