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 | $14,374 | $138,065-89.6% | $123,544-88.4% | $135,375-89.4% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -29.90% | 153.68%-183.6pp | 119.20%-149.1pp | 519.73%-549.6pp |
| Employer contribution / active EE | $8,861 | $5,151+72.0% | $4,628+91.5% | $4,779+85.4% |
| Participant deferral / active EE | $3,806 | $6,799-44.0% | $6,426-40.8% | $5,609-32.1% |
| Admin fee / account holder | $189 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |