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 7-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 | $10,184 | $112,881-91.0% | $90,951-88.8% | $158,922-93.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -64.88% | 215.79%-280.7pp | 134.60%-199.5pp | 302.83%-367.7pp |
| Employer contribution / active EE | $1,640 | $2,893-43.3% | $2,122-22.7% | $4,761-65.6% |
| Participant deferral / active EE | $2,060 | $4,128-50.1% | $3,373-38.9% | $5,982-65.6% |
| Admin fee / account holder | $108 | $8,041-98.7% | $5,959-98.2% | $11,246-99.0% |