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 3-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 | $5,591 | $111,754-95.0% | $103,333-94.6% | $145,922-96.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,345 | $4,212-68.1% | $3,868-65.2% | $4,660-71.1% |
| Participant deferral / active EE | $3,065 | $5,619-45.4% | $5,057-39.4% | $6,688-54.2% |
| Admin fee / account holder | $182 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |