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 | $3,245 | $99,985-96.8% | $146,665-97.8% | $85,850-96.2% |
| Participation rate | 86.7% | 73.1%+13.6pp | 80.1%+6.6pp | 69.3%+17.4pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $825 | $2,559-67.7% | $4,136-80.0% | $2,565-67.8% |
| Participant deferral / active EE | $2,419 | $4,006-39.6% | $5,506-56.1% | $3,952-38.8% |
| Admin fee / account holder | $1 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |