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 10-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 | $19,435 | $135,635-85.7% | $110,238-82.4% | $135,375-85.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.21% | 513.19%-525.4pp | 314.74%-326.9pp | 519.73%-531.9pp |
| Employer contribution / active EE | $3,317 | $4,906-32.4% | $3,826-13.3% | $4,779-30.6% |
| Participant deferral / active EE | $4,578 | $5,506-16.9% | $4,672-2.0% | $5,609-18.4% |
| Admin fee / account holder | $205 | $11,457-98.2% | $8,547-97.6% | $10,827-98.1% |