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 | $7,184 | $46,674-84.6% | $117,472-93.9% | $68,494-89.5% |
| Participation rate | 80.6% | 56.8%+23.8pp | 70.6%+10.0pp | 67.9%+12.7pp |
| Annual return | -20.34% | -14.52%-5.8pp | 29.74%-50.1pp | -7.84%-12.5pp |
| Employer contribution / active EE | $366 | $1,505-75.7% | $4,176-91.2% | $2,596-85.9% |
| Participant deferral / active EE | $1,734 | $2,636-34.2% | $4,070-57.4% | $4,027-56.9% |
| Admin fee / account holder | $112 | $4,020-97.2% | $5,645-98.0% | $5,403-97.9% |