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 9-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 | $7,793 | $97,044-92.0% | $83,333-90.6% | $135,375-94.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -110.65% | 12.31%-123.0pp | 10.63%-121.3pp | 519.73%-630.4pp |
| Employer contribution / active EE | $2,039 | $4,143-50.8% | $3,379-39.6% | $4,779-57.3% |
| Participant deferral / active EE | $5,794 | $5,964-2.9% | $5,565+4.1% | $5,609+3.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |