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 | $9,819 | $138,065-92.9% | $123,544-92.1% | $135,375-92.7% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -39.76% | 153.68%-193.4pp | 119.20%-159.0pp | 519.73%-559.5pp |
| Employer contribution / active EE | $1,951 | $5,151-62.1% | $4,628-57.8% | $4,779-59.2% |
| Participant deferral / active EE | $5,400 | $6,799-20.6% | $6,426-16.0% | $5,609-3.7% |
| Admin fee / account holder | $236 | $10,916-97.8% | $9,284-97.5% | $10,827-97.8% |