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 | $4,429 | $92,703-95.2% | $82,719-94.6% | $134,475-96.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -19.35% | 944.92%-964.3pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $627 | $3,274-80.9% | $3,009-79.2% | $4,740-86.8% |
| Participant deferral / active EE | $1,125 | $4,802-76.6% | $4,395-74.4% | $6,400-82.4% |
| Admin fee / account holder | $198 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |