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 6-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 | $4,422 | $82,286-94.6% | $68,791-93.6% | $134,475-96.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -20.02% | -2.19%-17.8pp | -6.38%-13.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $888 | $3,301-73.1% | $2,655-66.5% | $4,740-81.3% |
| Participant deferral / active EE | $1,274 | $4,739-73.1% | $3,941-67.7% | $6,400-80.1% |
| Admin fee / account holder | $84 | $6,481-98.7% | $4,932-98.3% | $11,426-99.3% |