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 9-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 | $5,395 | $105,859-94.9% | $90,160-94.0% | $147,584-96.3% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,251 | $4,126-69.7% | $3,318-62.3% | $4,876-74.3% |
| Participant deferral / active EE | $2,950 | $5,733-48.5% | $5,288-44.2% | $5,439-45.8% |
| Admin fee / account holder | $8 | $8,046-99.9% | $5,943-99.9% | $10,885-99.9% |