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 10-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 | $6,336 | $52,681-88.0% | $75,781-91.6% | $59,632-89.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -5.60% | 2.95%-8.5pp | 9.68%-15.3pp | 2041.28%-2046.9pp |
| Employer contribution / active EE | $980 | $2,193-55.3% | $3,323-70.5% | $2,203-55.5% |
| Participant deferral / active EE | $2,694 | $2,591+4.0% | $3,651-26.2% | $3,192-15.6% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |