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 | $344 | $70,606-99.5% | $53,898-99.4% | $142,382-99.8% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | -4.28% | 619.81%-624.1pp | 528.60%-532.9pp | 217.08%-221.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $75 | $2,852-97.4% | $2,491-97.0% | $12,624-99.4% |