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 3-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 | $9,750 | $57,541-83.1% | $95,745-89.8% | $75,163-87.0% |
| Participation rate | 74.2% | 62.5%+11.7pp | 72.3%+1.9pp | 67.2%+7.0pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,492 | $1,808+37.9% | $2,835-12.1% | $2,670-6.6% |
| Participant deferral / active EE | $4,193 | $3,074+36.4% | $4,245-1.2% | $4,125+1.6% |
| Admin fee / account holder | $57 | $4,099-98.6% | $5,678-99.0% | $5,651-99.0% |