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 | $4,856 | $152,587-96.8% | $125,175-96.1% | $152,861-96.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,084 | $4,946-57.9% | $3,865-46.1% | $4,762-56.2% |
| Participant deferral / active EE | $3,745 | $5,868-36.2% | $4,937-24.1% | $5,850-36.0% |
| Admin fee / account holder | $6 | $13,434-100.0% | $9,702-99.9% | $11,596-99.9% |