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 5-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 | $6,018 | $111,724-94.6% | $93,606-93.6% | $145,922-95.9% |
| Participation rate | 79.2% | 74.2%+5.0pp | 68.7%+10.4pp | 80.3%-1.1pp |
| Annual return | 0.00% | 202.98%-203.0pp | 133.20%-133.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,658 | $3,090-14.0% | $2,420+9.8% | $4,660-43.0% |
| Participant deferral / active EE | $3,064 | $4,912-37.6% | $4,411-30.5% | $6,688-54.2% |
| Admin fee / account holder | $110 | $10,250-98.9% | $8,285-98.7% | $13,397-99.2% |