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 4-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 | $14,032 | $183,519-92.4% | $155,509-91.0% | $145,922-90.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.90% | 61.17%-59.3pp | 64.67%-62.8pp | 561.29%-559.4pp |
| Employer contribution / active EE | $1,292 | $5,313-75.7% | $4,672-72.4% | $4,660-72.3% |
| Participant deferral / active EE | $7,659 | $6,462+18.5% | $5,626+36.1% | $6,688+14.5% |
| Admin fee / account holder | $95 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |