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 8-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 | $2,064 | $84,695-97.6% | $73,843-97.2% | $125,391-98.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -27.32% | 3123.53%-3150.8pp | 2267.84%-2295.2pp | 282.22%-309.5pp |
| Employer contribution / active EE | $862 | $3,123-72.4% | $2,787-69.1% | $4,866-82.3% |
| Participant deferral / active EE | $1,305 | $3,992-67.3% | $3,583-63.6% | $5,352-75.6% |
| Admin fee / account holder | $2 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |