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 5-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 | $8,831 | $190,805-95.4% | $159,960-94.5% | $134,475-93.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.86% | 552.23%-577.1pp | 408.60%-433.5pp | 417.96%-442.8pp |
| Employer contribution / active EE | $833 | $4,995-83.3% | $4,226-80.3% | $4,740-82.4% |
| Participant deferral / active EE | $5,208 | $6,923-24.8% | $6,182-15.8% | $6,400-18.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |