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 6-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 | $2,332 | $45,152-94.8% | $73,843-96.8% | $59,632-96.1% |
| Participation rate | 70.4% | 64.0%+6.3pp | 73.4%-3.1pp | 68.7%+1.7pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $539 | $1,902-71.7% | $2,787-80.7% | $2,203-75.5% |
| Participant deferral / active EE | $1,232 | $2,574-52.1% | $3,583-65.6% | $3,192-61.4% |
| Admin fee / account holder | $215 | $3,516-93.9% | $4,880-95.6% | $4,297-95.0% |