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 10-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 | $16,517 | $138,065-88.0% | $123,544-86.6% | $135,375-87.8% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -11.48% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,870 | $5,151-63.7% | $4,628-59.6% | $4,779-60.9% |
| Participant deferral / active EE | $4,769 | $6,799-29.9% | $6,426-25.8% | $5,609-15.0% |
| Admin fee / account holder | $16 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |