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 | $22,247 | $160,055-86.1% | $140,016-84.1% | $135,375-83.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.85% | 911.38%-924.2pp | 651.12%-664.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $2,622 | $6,420-59.2% | $5,606-53.2% | $4,779-45.1% |
| Participant deferral / active EE | $11,782 | $7,642+54.2% | $6,927+70.1% | $5,609+110.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |