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 7-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 | $1,247 | $106,890-98.8% | $84,015-98.5% | $152,861-99.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 69.0%+19.2pp | 82.4%+5.8pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $713 | $2,734-73.9% | $1,983-64.1% | $4,762-85.0% |
| Participant deferral / active EE | $1,138 | $4,011-71.6% | $3,239-64.9% | $5,850-80.5% |
| Admin fee / account holder | $98 | $8,285-98.8% | $6,101-98.4% | $11,596-99.2% |