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 | $5,383 | $57,354-90.6% | $83,848-93.6% | $64,186-91.6% |
| Participation rate | 92.1% | 68.6%+23.5pp | 76.1%+16.0pp | 69.6%+22.5pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,257 | $2,545-11.3% | $3,631-37.9% | $2,381-5.2% |
| Participant deferral / active EE | $3,907 | $2,993+30.5% | $4,082-4.3% | $3,470+12.6% |
| Admin fee / account holder | $10 | $4,046-99.8% | $5,478-99.8% | $4,888-99.8% |