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 | $5,772 | $92,222-93.7% | $76,768-92.5% | $135,375-95.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -105.99% | 5.46%-111.4pp | 2.43%-108.4pp | 519.73%-625.7pp |
| Employer contribution / active EE | $2,286 | $3,216-28.9% | $2,485-8.0% | $4,779-52.2% |
| Participant deferral / active EE | $4,961 | $4,509+10.0% | $3,852+28.8% | $5,609-11.6% |
| Admin fee / account holder | $4 | $10,748-100.0% | $6,675-99.9% | $10,827-100.0% |