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 | $2,645 | $115,708-97.7% | $65,255-95.9% | $139,434-98.1% |
| Participation rate | 77.8% | 67.8%+9.9pp | 65.0%+12.8pp | 80.3%-2.5pp |
| Annual return | 0.00% | 31.19%-31.2pp | 47.35%-47.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,154 | $2,599-55.6% | $1,691-31.8% | $4,751-75.7% |
| Participant deferral / active EE | $2,621 | $4,240-38.2% | $2,831-7.4% | $6,710-60.9% |
| Admin fee / account holder | $296 | $6,698-95.6% | $4,112-92.8% | $11,403-97.4% |