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 5-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 | $5,247 | $152,509-96.6% | $117,472-95.5% | $134,475-96.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -42.33% | 52.99%-95.3pp | 29.74%-72.1pp | 417.96%-460.3pp |
| Employer contribution / active EE | $1,938 | $5,571-65.2% | $4,176-53.6% | $4,740-59.1% |
| Participant deferral / active EE | $2,673 | $4,818-44.5% | $4,070-34.3% | $6,400-58.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |