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 8-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 | $21,115 | $180,449-88.3% | $154,107-86.3% | $135,375-84.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -10.53% | 888.09%-898.6pp | 735.12%-745.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,449 | $6,035-76.0% | $5,298-72.6% | $4,779-69.7% |
| Participant deferral / active EE | $3,690 | $5,806-36.4% | $5,081-27.4% | $5,609-34.2% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |