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 8-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 | $10,667 | $150,440-92.9% | $136,294-92.2% | $147,584-92.8% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,586 | $5,256-50.8% | $4,695-44.9% | $4,876-47.0% |
| Participant deferral / active EE | $4,658 | $6,630-29.7% | $6,247-25.4% | $5,439-14.4% |
| Admin fee / account holder | $208 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |