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 9-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 | $6,871 | $165,912-95.9% | $122,332-94.4% | $147,584-95.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,801 | $5,754-68.7% | $4,050-55.5% | $4,876-63.1% |
| Participant deferral / active EE | $5,066 | $4,005+26.5% | $3,287+54.1% | $5,439-6.8% |
| Admin fee / account holder | $4 | $7,424-99.9% | $5,478-99.9% | $10,885-100.0% |