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 | $7,042 | $91,552-92.3% | $133,956-94.7% | $79,858-91.2% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.0pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,062 | $2,384-13.5% | $3,919-47.4% | $2,471-16.6% |
| Participant deferral / active EE | $3,332 | $3,733-10.8% | $5,048-34.0% | $3,740-10.9% |
| Admin fee / account holder | $130 | $6,321-97.9% | $8,927-98.5% | $5,306-97.5% |