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 7-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 | $12,180 | $71,883-83.1% | $86,677-85.9% | $68,494-82.2% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -23.27% | 3.52%-26.8pp | 35.91%-59.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,982 | $2,173-8.8% | $2,836-30.1% | $2,596-23.7% |
| Participant deferral / active EE | $2,844 | $3,779-24.7% | $4,656-38.9% | $4,027-29.4% |
| Admin fee / account holder | $130 | $6,112-97.9% | $7,493-98.3% | $5,403-97.6% |