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 9-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 | $3,788 | $92,222-95.9% | $76,768-95.1% | $135,375-97.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -58.77% | 5.46%-64.2pp | 2.43%-61.2pp | 519.73%-578.5pp |
| Employer contribution / active EE | $650 | $3,216-79.8% | $2,485-73.8% | $4,779-86.4% |
| Participant deferral / active EE | $6,030 | $4,509+33.7% | $3,852+56.6% | $5,609+7.5% |
| Admin fee / account holder | $233 | $10,748-97.8% | $6,675-96.5% | $10,827-97.8% |