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 9-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 | $2,057 | $88,751-97.7% | $81,812-97.5% | $145,922-98.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -34.85% | 1025.40%-1060.3pp | 773.79%-808.6pp | 561.29%-596.1pp |
| Employer contribution / active EE | $900 | $3,083-70.8% | $2,912-69.1% | $4,660-80.7% |
| Participant deferral / active EE | $1,800 | $4,643-61.2% | $4,319-58.3% | $6,688-73.1% |
| Admin fee / account holder | $205 | $8,415-97.6% | $7,386-97.2% | $13,397-98.5% |