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 | $4,212 | $127,386-96.7% | $115,037-96.3% | $125,391-96.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,506 | $5,166-70.9% | $4,608-67.3% | $4,866-69.1% |
| Participant deferral / active EE | $2,798 | $6,423-56.4% | $6,026-53.6% | $5,352-47.7% |
| Admin fee / account holder | $18 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |