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 | $9,720 | $69,010-85.9% | $159,960-93.9% | $68,494-85.8% |
| Participation rate | 85.4% | 65.4%+20.0pp | 78.0%+7.4pp | 67.9%+17.5pp |
| Annual return | -12.59% | -9.65%-2.9pp | 408.60%-421.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,392 | $2,213+8.1% | $4,226-43.4% | $2,596-7.9% |
| Participant deferral / active EE | $3,596 | $4,212-14.6% | $6,182-41.8% | $4,027-10.7% |
| Admin fee / account holder | $11 | $4,798-99.8% | $8,698-99.9% | $5,403-99.8% |