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 6-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 | $4,369 | $115,770-96.2% | $101,248-95.7% | $158,922-97.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,048 | $4,175-74.9% | $3,660-71.4% | $4,761-78.0% |
| Participant deferral / active EE | $1,880 | $4,957-62.1% | $4,370-57.0% | $5,982-68.6% |
| Admin fee / account holder | $272 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |