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 8-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 | $4,445 | $163,101-97.3% | $136,749-96.7% | $142,382-96.9% |
| Participation rate | 0.0% | 78.2%-78.2pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 3.48% | 27.54%-24.1pp | 24.33%-20.8pp | 217.08%-213.6pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |