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 | $464 | $76,738-99.4% | $56,411-99.2% | $145,922-99.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -4.64% | 2994.23%-2998.9pp | 1701.33%-1706.0pp | 561.29%-565.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $756 | $2,623-71.2% | $1,952-61.3% | $6,688-88.7% |
| Admin fee / account holder | $212 | $3,334-93.6% | $2,829-92.5% | $13,397-98.4% |