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 5-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 | $774 | $84,402-99.1% | $61,373-98.7% | $134,475-99.4% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -32.62% | 584.55%-617.2pp | 338.61%-371.2pp | 417.96%-450.6pp |
| Employer contribution / active EE | $277 | $1,544-82.0% | $1,159-76.1% | $4,740-94.1% |
| Participant deferral / active EE | $290 | $2,819-89.7% | $2,125-86.3% | $6,400-95.5% |
| Admin fee / account holder | $96 | $2,585-96.3% | $2,130-95.5% | $11,426-99.2% |