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 10-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 | $1,758 | $45,438-96.1% | $80,004-97.8% | $59,632-97.1% |
| Participation rate | 97.7% | 63.7%+33.9pp | 73.0%+24.7pp | 68.7%+29.0pp |
| Annual return | 0.00% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,038 | $1,236-16.0% | $2,473-58.0% | $2,203-52.9% |
| Participant deferral / active EE | $995 | $2,231-55.4% | $3,204-68.9% | $3,192-68.8% |
| Admin fee / account holder | $96 | $3,464-97.2% | $5,033-98.1% | $4,297-97.8% |