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 | $10,580 | $107,791-90.2% | $90,645-88.3% | $135,375-92.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -50.11% | -0.90%-49.2pp | 1.88%-52.0pp | 519.73%-569.8pp |
| Employer contribution / active EE | $4,169 | $3,018+38.1% | $2,532+64.6% | $4,779-12.8% |
| Participant deferral / active EE | $8,160 | $3,872+110.7% | $3,425+138.3% | $5,609+45.5% |
| Admin fee / account holder | $222 | $5,930-96.3% | $4,994-95.6% | $10,827-98.0% |