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 | $2,070 | $46,553-95.6% | $64,056-96.8% | $75,163-97.2% |
| Participation rate | 84.4% | 65.9%+18.4pp | 72.3%+12.1pp | 67.2%+17.2pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $492 | $1,974-75.0% | $2,747-82.1% | $2,670-81.6% |
| Participant deferral / active EE | $1,129 | $2,837-60.2% | $3,880-70.9% | $4,125-72.6% |
| Admin fee / account holder | $1 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |