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 | $4,917 | $69,207-92.9% | $64,056-92.3% | $139,434-96.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.59% | 45.88%-37.3pp | 33.69%-25.1pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,003 | $3,182-68.5% | $2,747-63.5% | $4,751-78.9% |
| Participant deferral / active EE | $1,797 | $4,682-61.6% | $3,880-53.7% | $6,710-73.2% |
| Admin fee / account holder | $62 | $4,244-98.5% | $3,068-98.0% | $11,403-99.5% |