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 | $2,465 | $104,106-97.6% | $71,086-96.5% | $135,375-98.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -18.83% | 1256.30%-1275.1pp | 650.59%-669.4pp | 519.73%-538.6pp |
| Employer contribution / active EE | $1,125 | $1,485-24.2% | $1,088+3.4% | $4,779-76.5% |
| Participant deferral / active EE | $1,494 | $2,527-40.9% | $1,874-20.3% | $5,609-73.4% |
| Admin fee / account holder | $154 | $4,142-96.3% | $3,082-95.0% | $10,827-98.6% |