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 | $10,110 | $227,553-95.6% | $189,557-94.7% | $167,490-94.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.74% | 78.40%-71.7pp | 64.17%-57.4pp | 478.56%-471.8pp |
| Employer contribution / active EE | $4,478 | $5,316-15.8% | $4,412+1.5% | $4,837-7.4% |
| Participant deferral / active EE | $5,118 | $7,002-26.9% | $6,174-17.1% | $6,341-19.3% |
| Admin fee / account holder | $43 | $11,878-99.6% | $9,807-99.6% | $12,309-99.7% |