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 6-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 | $10,306 | $64,707-84.1% | $112,228-90.8% | $68,494-85.0% |
| Participation rate | 88.1% | 67.2%+20.9pp | 75.1%+13.0pp | 67.9%+20.2pp |
| Annual return | -21.03% | -11.40%-9.6pp | 27.45%-48.5pp | -7.84%-13.2pp |
| Employer contribution / active EE | $799 | $2,746-70.9% | $3,635-78.0% | $2,596-69.2% |
| Participant deferral / active EE | $2,564 | $3,565-28.1% | $4,728-45.8% | $4,027-36.3% |
| Admin fee / account holder | $235 | $5,232-95.5% | $6,410-96.3% | $5,403-95.7% |