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 | $4,362 | $113,339-96.2% | $94,993-95.4% | $147,584-97.0% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,105 | $3,160-65.0% | $2,603-57.6% | $4,876-77.3% |
| Participant deferral / active EE | $2,114 | $3,777-44.0% | $3,317-36.3% | $5,439-61.1% |
| Admin fee / account holder | $71 | $6,063-98.8% | $4,960-98.6% | $10,885-99.4% |