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 | $12,019 | $160,055-92.5% | $140,016-91.4% | $135,375-91.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -78.49% | 911.38%-989.9pp | 651.12%-729.6pp | 519.73%-598.2pp |
| Employer contribution / active EE | $2,946 | $6,420-54.1% | $5,606-47.5% | $4,779-38.4% |
| Participant deferral / active EE | $8,819 | $7,642+15.4% | $6,927+27.3% | $5,609+57.2% |
| Admin fee / account holder | $58 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |