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 | $10,380 | $180,449-94.2% | $154,107-93.3% | $135,375-92.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -21.45% | 888.09%-909.5pp | 735.12%-756.6pp | 519.73%-541.2pp |
| Employer contribution / active EE | $1,751 | $6,035-71.0% | $5,298-66.9% | $4,779-63.4% |
| Participant deferral / active EE | $4,979 | $5,806-14.2% | $5,081-2.0% | $5,609-11.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |