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 4-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 | $17,477 | $81,460-78.5% | $103,333-83.1% | $80,856-78.4% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | -52.78% | 25.55%-78.3pp | 24.88%-77.7pp | 35.59%-88.4pp |
| Employer contribution / active EE | $8,139 | $3,105+162.1% | $3,868+110.4% | $2,755+195.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $241 | $6,566-96.3% | $8,355-97.1% | $6,918-96.5% |