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 | $7,181 | $82,664-91.3% | $125,339-94.3% | $68,494-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.58% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,431 | $3,381-57.7% | $4,814-70.3% | $2,596-44.9% |
| Participant deferral / active EE | $3,906 | $6,110-36.1% | $7,446-47.5% | $4,027-3.0% |
| Admin fee / account holder | $284 | $6,275-95.5% | $10,010-97.2% | $5,403-94.7% |