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 7-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 | $19,126 | $209,411-90.9% | $178,490-89.3% | $158,922-88.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | -7.54% | 188.75%-196.3pp | 151.07%-158.6pp | 302.83%-310.4pp |
| Employer contribution / active EE | $1,492 | $5,706-73.9% | $5,011-70.2% | $4,761-68.7% |
| Participant deferral / active EE | $5,359 | $5,954-10.0% | $5,202+3.0% | $5,982-10.4% |
| Admin fee / account holder | $121 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |