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 | $12,768 | $135,635-90.6% | $110,238-88.4% | $135,375-90.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -19.32% | 513.19%-532.5pp | 314.74%-334.1pp | 519.73%-539.1pp |
| Employer contribution / active EE | $3,254 | $4,906-33.7% | $3,826-15.0% | $4,779-31.9% |
| Participant deferral / active EE | $7,470 | $5,506+35.7% | $4,672+59.9% | $5,609+33.2% |
| Admin fee / account holder | $119 | $11,457-99.0% | $8,547-98.6% | $10,827-98.9% |