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 3-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 | $6,533 | $106,515-93.9% | $96,683-93.2% | $139,434-95.3% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,581 | $4,103-37.1% | $3,737-30.9% | $4,751-45.7% |
| Participant deferral / active EE | $2,581 | $5,454-52.7% | $4,878-47.1% | $6,710-61.5% |
| Admin fee / account holder | $274 | $7,877-96.5% | $6,730-95.9% | $11,403-97.6% |