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 7-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 | $13,711 | $142,344-90.4% | $119,609-88.5% | $134,475-89.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.15% | -12.44%-0.7pp | -14.97%+1.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,359 | $5,222-54.8% | $4,232-44.3% | $4,740-50.2% |
| Participant deferral / active EE | $4,082 | $6,469-36.9% | $5,602-27.1% | $6,400-36.2% |
| Admin fee / account holder | $197 | $13,584-98.5% | $10,323-98.1% | $11,426-98.3% |