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 8-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 | $3,517 | $42,383-91.7% | $76,523-95.4% | $64,186-94.5% |
| Participation rate | 91.0% | 58.1%+32.9pp | 68.0%+23.0pp | 69.6%+21.5pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,441 | $1,563-7.8% | $2,647-45.6% | $2,381-39.5% |
| Participant deferral / active EE | $2,775 | $2,566+8.1% | $3,835-27.6% | $3,470-20.0% |
| Admin fee / account holder | $193 | $3,198-94.0% | $4,848-96.0% | $4,888-96.1% |