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 6-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 | $3,500 | $92,703-96.2% | $82,719-95.8% | $134,475-97.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -21.54% | 944.92%-966.5pp | 701.18%-722.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $945 | $3,274-71.1% | $3,009-68.6% | $4,740-80.1% |
| Participant deferral / active EE | $1,890 | $4,802-60.6% | $4,395-57.0% | $6,400-70.5% |
| Admin fee / account holder | $295 | $5,983-95.1% | $5,329-94.5% | $11,426-97.4% |