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 | $9,919 | $160,055-93.8% | $140,016-92.9% | $135,375-92.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,810 | $6,420-71.8% | $5,606-67.7% | $4,779-62.1% |
| Participant deferral / active EE | $7,690 | $7,642+0.6% | $6,927+11.0% | $5,609+37.1% |
| Admin fee / account holder | $10 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |