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 | $8,041 | $138,044-94.2% | $125,339-93.6% | $134,475-94.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.17% | 750.33%-776.5pp | 572.05%-598.2pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,408 | $5,243-73.1% | $4,814-70.7% | $4,740-70.3% |
| Participant deferral / active EE | $4,132 | $7,799-47.0% | $7,446-44.5% | $6,400-35.4% |
| Admin fee / account holder | $61 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |