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 7-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 | $8,350 | $133,958-93.8% | $112,228-92.6% | $134,475-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.19% | 47.11%-68.3pp | 27.45%-48.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,207 | $4,038-70.1% | $3,635-66.8% | $4,740-74.5% |
| Participant deferral / active EE | $2,198 | $5,291-58.4% | $4,728-53.5% | $6,400-65.6% |
| Admin fee / account holder | $117 | $7,489-98.4% | $6,410-98.2% | $11,426-99.0% |