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 | $11,326 | $56,199-79.8% | $67,652-83.3% | $59,632-81.0% |
| Participation rate | 72.5% | 71.5%+1.0pp | 75.7%-3.2pp | 68.7%+3.8pp |
| Annual return | -4.97% | 18505.31%-18510.3pp | 6625.04%-6630.0pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $1,539 | $1,614-4.7% | $2,266-32.1% | $2,203-30.1% |
| Participant deferral / active EE | $2,428 | $2,844-14.6% | $3,560-31.8% | $3,192-23.9% |
| Admin fee / account holder | $100 | $3,958-97.5% | $4,821-97.9% | $4,297-97.7% |