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 | $17,115 | $140,588-87.8% | $123,104-86.1% | $125,391-86.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.81% | 16.80%-22.6pp | 13.22%-19.0pp | 282.22%-288.0pp |
| Employer contribution / active EE | $1,786 | $6,041-70.4% | $5,151-65.3% | $4,866-63.3% |
| Participant deferral / active EE | $3,744 | $6,980-46.4% | $6,230-39.9% | $5,352-30.0% |
| Admin fee / account holder | $83 | $11,198-99.3% | $9,015-99.1% | $9,540-99.1% |