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 | $3,799 | $117,690-96.8% | $71,735-94.7% | $134,475-97.2% |
| Participation rate | 87.5% | 68.8%+18.7pp | 62.3%+25.2pp | 81.2%+6.3pp |
| Annual return | -18.17% | 25.44%-43.6pp | 9.14%-27.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $927 | $2,525-63.3% | $1,704-45.6% | $4,740-80.4% |
| Participant deferral / active EE | $1,419 | $3,759-62.2% | $2,658-46.6% | $6,400-77.8% |
| Admin fee / account holder | $31 | $6,379-99.5% | $3,974-99.2% | $11,426-99.7% |