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 5-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 | $4,890 | $175,600-97.2% | $129,110-96.2% | $134,475-96.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.36% | -11.39%-4.0pp | -10.94%-4.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,823 | $6,355-71.3% | $5,052-63.9% | $4,740-61.5% |
| Participant deferral / active EE | $5,150 | $7,975-35.4% | $6,542-21.3% | $6,400-19.5% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |