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.
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 | $10,111 | $85,790-88.2% | $67,313-85.0% | $135,375-92.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.99% | -0.54%-6.4pp | -4.08%-2.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $713 | $3,487-79.6% | $2,566-72.2% | $4,779-85.1% |
| Participant deferral / active EE | $1,634 | $4,651-64.9% | $3,568-54.2% | $5,609-70.9% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |