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 | $7,098 | $95,971-92.6% | $74,550-90.5% | $135,375-94.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.68% | 56.96%-69.6pp | 32.53%-45.2pp | 519.73%-532.4pp |
| Employer contribution / active EE | $2,034 | $2,716-25.1% | $1,961+3.7% | $4,779-57.4% |
| Participant deferral / active EE | $2,908 | $3,843-24.3% | $3,108-6.4% | $5,609-48.2% |
| Admin fee / account holder | $74 | $6,522-98.9% | $5,060-98.5% | $10,827-99.3% |