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 4-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 | $9,331 | $95,862-90.3% | $79,550-88.3% | $134,475-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.57% | -2.69%-11.9pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,687 | $3,128-46.1% | $2,413-30.1% | $4,740-64.4% |
| Participant deferral / active EE | $5,814 | $4,693+23.9% | $3,985+45.9% | $6,400-9.2% |
| Admin fee / account holder | $237 | $9,126-97.4% | $6,832-96.5% | $11,426-97.9% |