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 | $8,602 | $118,849-92.8% | $96,562-91.1% | $167,490-94.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,476 | $3,120-52.7% | $2,356-37.3% | $4,837-69.5% |
| Participant deferral / active EE | $9,836 | $4,616+113.1% | $3,849+155.6% | $6,341+55.1% |
| Admin fee / account holder | $79 | $8,065-99.0% | $6,181-98.7% | $12,309-99.4% |