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 | $21,328 | $160,055-86.7% | $140,016-84.8% | $135,375-84.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -11.47% | 911.38%-922.9pp | 651.12%-662.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,464 | $6,420-61.6% | $5,606-56.0% | $4,779-48.4% |
| Participant deferral / active EE | $3,919 | $7,642-48.7% | $6,927-43.4% | $5,609-30.1% |
| Admin fee / account holder | $268 | $13,328-98.0% | $10,705-97.5% | $10,827-97.5% |