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 | $720 | $84,402-99.1% | $61,373-98.8% | $134,475-99.5% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -45.98% | 584.55%-630.5pp | 338.61%-384.6pp | 417.96%-463.9pp |
| Employer contribution / active EE | $229 | $1,544-85.2% | $1,159-80.3% | $4,740-95.2% |
| Participant deferral / active EE | $280 | $2,819-90.1% | $2,125-86.8% | $6,400-95.6% |
| Admin fee / account holder | $1 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |