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 6-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.
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 | $3,191 | $95,862-96.7% | $79,550-96.0% | $134,475-97.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.71% | -2.69%-10.0pp | 0.16%-12.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $878 | $3,128-71.9% | $2,413-63.6% | $4,740-81.5% |
| Participant deferral / active EE | $1,329 | $4,693-71.7% | $3,985-66.7% | $6,400-79.2% |
| Admin fee / account holder | $175 | $9,126-98.1% | $6,832-97.4% | $11,426-98.5% |