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 | $13,140 | $154,117-91.5% | $129,995-89.9% | $139,434-90.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -85.73% | 32.48%-118.2pp | -137.18%+51.4pp | 372.94%-458.7pp |
| Employer contribution / active EE | $2,065 | $5,289-61.0% | $4,320-52.2% | $4,751-56.5% |
| Participant deferral / active EE | $7,101 | $6,710+5.8% | $5,820+22.0% | $6,710+5.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |