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 | $5,645 | $78,694-92.8% | $67,652-91.7% | $125,391-95.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -8.15% | 9.46%-17.6pp | 6625.04%-6633.2pp | 282.22%-290.4pp |
| Employer contribution / active EE | $1,706 | $3,044-44.0% | $2,266-24.7% | $4,866-64.9% |
| Participant deferral / active EE | $3,149 | $4,292-26.6% | $3,560-11.5% | $5,352-41.2% |
| Admin fee / account holder | $287 | $7,403-96.1% | $4,821-94.1% | $9,540-97.0% |