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 | $6,919 | $45,863-84.9% | $77,024-91.0% | $68,494-89.9% |
| Participation rate | 92.9% | 55.9%+36.9pp | 67.9%+25.0pp | 67.9%+25.0pp |
| Annual return | -19.41% | 1.72%-21.1pp | 42.32%-61.7pp | -7.84%-11.6pp |
| Employer contribution / active EE | $615 | $1,650-62.7% | $2,812-78.1% | $2,596-76.3% |
| Participant deferral / active EE | $1,894 | $2,962-36.0% | $4,426-57.2% | $4,027-53.0% |
| Admin fee / account holder | $57 | $3,041-98.1% | $5,425-98.9% | $5,403-98.9% |