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 | $22,625 | $73,004-69.0% | $90,749-75.1% | $68,494-67.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -29.37% | -13.81%-15.6pp | -12.16%-17.2pp | -7.84%-21.5pp |
| Employer contribution / active EE | $1,630 | $2,193-25.7% | $2,921-44.2% | $2,596-37.2% |
| Participant deferral / active EE | $2,596 | $3,627-28.4% | $4,564-43.1% | $4,027-35.5% |
| Admin fee / account holder | $232 | $5,896-96.1% | $8,445-97.3% | $5,403-95.7% |