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 4-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 | $3,971 | $53,162-92.5% | $91,220-95.6% | $68,494-94.2% |
| Participation rate | 96.0% | 63.2%+32.8pp | 73.2%+22.8pp | 67.9%+28.1pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,165 | $1,709-31.9% | $2,850-59.1% | $2,596-55.1% |
| Participant deferral / active EE | $2,908 | $2,974-2.2% | $4,234-31.3% | $4,027-27.8% |
| Admin fee / account holder | $117 | $4,493-97.4% | $5,420-97.8% | $5,403-97.8% |