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 8-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 | $3,324 | $90,600-96.3% | $79,464-95.8% | $135,375-97.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,069 | $3,068-65.2% | $2,800-61.8% | $4,779-77.6% |
| Participant deferral / active EE | $1,857 | $4,050-54.2% | $3,704-49.9% | $5,609-66.9% |
| Admin fee / account holder | $3 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |