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 5-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 | $4,316 | $92,703-95.3% | $82,719-94.8% | $134,475-96.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -32.13% | 944.92%-977.1pp | 701.18%-733.3pp | 417.96%-450.1pp |
| Employer contribution / active EE | $1,660 | $3,274-49.3% | $3,009-44.8% | $4,740-65.0% |
| Participant deferral / active EE | $1,892 | $4,802-60.6% | $4,395-57.0% | $6,400-70.4% |
| Admin fee / account holder | $218 | $5,983-96.4% | $5,329-95.9% | $11,426-98.1% |