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 4-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 | $16,622 | $167,484-90.1% | $151,611-89.0% | $134,475-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.29% | 7.80%-38.1pp | 3.33%-33.6pp | 417.96%-448.3pp |
| Employer contribution / active EE | $3,420 | $6,829-49.9% | $6,166-44.5% | $4,740-27.8% |
| Participant deferral / active EE | $7,521 | $8,986-16.3% | $8,363-10.1% | $6,400+17.5% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |