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 | $12,673 | $176,056-92.8% | $159,436-92.1% | $167,490-92.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -8.25% | 331.75%-340.0pp | 263.57%-271.8pp | 478.56%-486.8pp |
| Employer contribution / active EE | $1,436 | $5,297-72.9% | $4,829-70.3% | $4,837-70.3% |
| Participant deferral / active EE | $3,250 | $7,750-58.1% | $7,352-55.8% | $6,341-48.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |