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 | $10,434 | $127,386-91.8% | $115,037-90.9% | $125,391-91.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,428 | $5,166-72.4% | $4,608-69.0% | $4,866-70.7% |
| Participant deferral / active EE | $2,235 | $6,423-65.2% | $6,026-62.9% | $5,352-58.2% |
| Admin fee / account holder | $36 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |