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 | $5,030 | $124,319-96.0% | $111,297-95.5% | $167,490-97.0% |
| Participation rate | 73.7% | 79.6%-5.9pp | 77.3%-3.6pp | 82.1%-8.4pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,061 | $3,435-69.1% | $2,731-61.2% | $4,837-78.1% |
| Participant deferral / active EE | $2,590 | $5,180-50.0% | $4,487-42.3% | $6,341-59.2% |
| Admin fee / account holder | $65 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |