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 3-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 | $1,159 | $109,982-98.9% | $97,226-98.8% | $145,922-99.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -20.86% | 242.90%-263.8pp | 75.13%-96.0pp | 561.29%-582.1pp |
| Employer contribution / active EE | $1,620 | $3,084-47.5% | $2,729-40.6% | $4,660-65.2% |
| Participant deferral / active EE | $1,620 | $4,676-65.4% | $4,264-62.0% | $6,688-75.8% |
| Admin fee / account holder | $51 | $6,221-99.2% | $5,654-99.1% | $13,397-99.6% |