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 | $15,061 | $152,587-90.1% | $125,175-88.0% | $152,861-90.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.56% | 54.84%-46.3pp | 43.79%-35.2pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,155 | $4,946-76.6% | $3,865-70.1% | $4,762-75.7% |
| Participant deferral / active EE | $3,662 | $5,868-37.6% | $4,937-25.8% | $5,850-37.4% |
| Admin fee / account holder | $146 | $13,434-98.9% | $9,702-98.5% | $11,596-98.7% |