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 | $10,402 | $227,553-95.4% | $189,557-94.5% | $167,490-93.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,769 | $5,316-47.9% | $4,412-37.2% | $4,837-42.8% |
| Participant deferral / active EE | $6,541 | $7,002-6.6% | $6,174+5.9% | $6,341+3.1% |
| Admin fee / account holder | $6 | $11,878-99.9% | $9,807-99.9% | $12,309-100.0% |