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 | $9,876 | $138,044-92.8% | $125,339-92.1% | $134,475-92.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.89% | 750.33%-779.2pp | 572.05%-600.9pp | 417.96%-446.9pp |
| Employer contribution / active EE | $2,866 | $5,243-45.3% | $4,814-40.5% | $4,740-39.5% |
| Participant deferral / active EE | $4,394 | $7,799-43.7% | $7,446-41.0% | $6,400-31.3% |
| Admin fee / account holder | $265 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |