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 | $18,703 | $138,065-86.5% | $123,544-84.9% | $135,375-86.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.85% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $3,105 | $5,151-39.7% | $4,628-32.9% | $4,779-35.0% |
| Participant deferral / active EE | $6,680 | $6,799-1.7% | $6,426+4.0% | $5,609+19.1% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |