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 | $13,584 | $211,958-93.6% | $169,463-92.0% | $135,375-90.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -7.89% | 3.26%-11.1pp | 1.83%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,292 | $5,120-74.8% | $4,159-68.9% | $4,779-73.0% |
| Participant deferral / active EE | $2,781 | $6,075-54.2% | $5,277-47.3% | $5,609-50.4% |
| Admin fee / account holder | $214 | $11,471-98.1% | $9,109-97.7% | $10,827-98.0% |