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 | $11,104 | $73,515-84.9% | $62,995-82.4% | $147,584-92.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,351 | $3,320-29.2% | $2,759-14.8% | $4,876-51.8% |
| Participant deferral / active EE | $8,658 | $4,185+106.9% | $3,329+160.0% | $5,439+59.2% |
| Admin fee / account holder | $3 | $5,953-99.9% | $3,600-99.9% | $10,885-100.0% |