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 6-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 | $12,478 | $167,307-92.5% | $143,757-91.3% | $134,475-90.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.12% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $4,455 | $5,619-20.7% | $4,951-10.0% | $4,740-6.0% |
| Participant deferral / active EE | $3,238 | $6,446-49.8% | $5,637-42.6% | $6,400-49.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |