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 | $9,548 | $127,100-92.5% | $105,738-91.0% | $135,375-92.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -12.36% | 4.49%-16.9pp | 6.27%-18.6pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,257 | $4,107-69.4% | $3,268-61.6% | $4,779-73.7% |
| Participant deferral / active EE | $1,620 | $5,064-68.0% | $4,080-60.3% | $5,609-71.1% |
| Admin fee / account holder | $162 | $9,087-98.2% | $6,913-97.7% | $10,827-98.5% |