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 | $6,296 | $105,998-94.1% | $92,233-93.2% | $147,584-95.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.54% | 50.05%-43.5pp | 176.28%-169.7pp | 578.55%-572.0pp |
| Employer contribution / active EE | $979 | $4,333-77.4% | $3,679-73.4% | $4,876-79.9% |
| Participant deferral / active EE | $2,062 | $4,478-54.0% | $3,897-47.1% | $5,439-62.1% |
| Admin fee / account holder | $112 | $6,332-98.2% | $5,194-97.8% | $10,885-99.0% |