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 | $9,502 | $123,793-92.3% | $177,821-94.7% | $79,858-88.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,463 | $4,095+9.0% | $5,918-24.6% | $2,471+80.6% |
| Participant deferral / active EE | $4,933 | $5,956-17.2% | $7,714-36.0% | $3,740+31.9% |
| Admin fee / account holder | $66 | $7,243-99.1% | $12,427-99.5% | $5,306-98.8% |