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 | $12,395 | $97,757-87.3% | $83,848-85.2% | $135,375-90.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.95% | 1287.37%-1299.3pp | 850.88%-862.8pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,261 | $4,222-70.1% | $3,631-65.3% | $4,779-73.6% |
| Participant deferral / active EE | $3,153 | $4,682-32.7% | $4,082-22.8% | $5,609-43.8% |
| Admin fee / account holder | $77 | $6,674-98.8% | $5,478-98.6% | $10,827-99.3% |