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 | $5,237 | $167,307-96.9% | $143,757-96.4% | $134,475-96.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -46.21% | 0.46%-46.7pp | -0.04%-46.2pp | 417.96%-464.2pp |
| Employer contribution / active EE | $1,921 | $5,619-65.8% | $4,951-61.2% | $4,740-59.5% |
| Participant deferral / active EE | $2,270 | $6,446-64.8% | $5,637-59.7% | $6,400-64.5% |
| Admin fee / account holder | $209 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |