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 | $1,781 | $113,339-98.4% | $94,993-98.1% | $147,584-98.8% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.9%-73.9pp | 82.8%-82.8pp |
| Annual return | 0.37% | 20.77%-20.4pp | 27.12%-26.8pp | 578.55%-578.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $56 | $6,063-99.1% | $4,960-98.9% | $10,885-99.5% |