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 | $2,832 | $76,000-96.3% | $154,107-98.2% | $64,186-95.6% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -21.53% | 30.32%-51.9pp | 735.12%-756.7pp | 7.63%-29.2pp |
| Employer contribution / active EE | $810 | $3,351-75.8% | $5,298-84.7% | $2,381-66.0% |
| Participant deferral / active EE | $1,064 | $3,175-66.5% | $5,081-79.1% | $3,470-69.3% |
| Admin fee / account holder | $10 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |