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 10-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 | $14,681 | $92,222-84.1% | $76,768-80.9% | $135,375-89.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -14.51% | 5.46%-20.0pp | 2.43%-16.9pp | 519.73%-534.2pp |
| Employer contribution / active EE | $1,266 | $3,216-60.6% | $2,485-49.1% | $4,779-73.5% |
| Participant deferral / active EE | $3,276 | $4,509-27.3% | $3,852-14.9% | $5,609-41.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |