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 | $7,841 | $91,190-91.4% | $178,490-95.6% | $79,858-90.2% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $876 | $3,256-73.1% | $5,011-82.5% | $2,471-64.6% |
| Participant deferral / active EE | $6,752 | $3,236+108.7% | $5,202+29.8% | $3,740+80.5% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |