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 9-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 | $789 | $107,791-99.3% | $90,645-99.1% | $135,375-99.4% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -76.04% | -0.90%-75.1pp | 1.88%-77.9pp | 519.73%-595.8pp |
| Employer contribution / active EE | $674 | $3,018-77.7% | $2,532-73.4% | $4,779-85.9% |
| Participant deferral / active EE | $962 | $3,872-75.1% | $3,425-71.9% | $5,609-82.8% |
| Admin fee / account holder | $149 | $5,930-97.5% | $4,994-97.0% | $10,827-98.6% |