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 | $5,909 | $95,193-93.8% | $76,523-92.3% | $135,375-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.98% | 4.85%-14.8pp | -0.27%-9.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,790 | $3,302-15.5% | $2,647+5.4% | $4,779-41.6% |
| Participant deferral / active EE | $2,897 | $4,639-37.6% | $3,835-24.5% | $5,609-48.4% |
| Admin fee / account holder | $2 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |