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 5-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 | $5,344 | $167,307-96.8% | $143,757-96.3% | $134,475-96.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -26.05% | 0.46%-26.5pp | -0.04%-26.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,516 | $5,619-73.0% | $4,951-69.4% | $4,740-68.0% |
| Participant deferral / active EE | $3,037 | $6,446-52.9% | $5,637-46.1% | $6,400-52.5% |
| Admin fee / account holder | $259 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |