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 8-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 | $15,761 | $165,912-90.5% | $122,332-87.1% | $147,584-89.3% |
| Participation rate | 86.4% | 79.6%+6.8pp | 71.6%+14.7pp | 82.8%+3.5pp |
| Annual return | 4.58% | 34.55%-30.0pp | 30.27%-25.7pp | 578.55%-574.0pp |
| Employer contribution / active EE | $1,026 | $5,754-82.2% | $4,050-74.7% | $4,876-79.0% |
| Participant deferral / active EE | $1,267 | $4,005-68.4% | $3,287-61.4% | $5,439-76.7% |
| Admin fee / account holder | $207 | $7,424-97.2% | $5,478-96.2% | $10,885-98.1% |