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 | $21,623 | $127,777-83.1% | $106,548-79.7% | $167,490-87.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -35.98% | 33.87%-69.9pp | 26.80%-62.8pp | 478.56%-514.5pp |
| Employer contribution / active EE | $1,102 | $3,427-67.8% | $2,819-60.9% | $4,837-77.2% |
| Participant deferral / active EE | $2,317 | $5,087-54.4% | $4,398-47.3% | $6,341-63.5% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |