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 7-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 | $2,759 | $108,642-97.5% | $74,701-96.3% | $152,861-98.2% |
| Participation rate | 78.6% | 65.3%+13.2pp | 54.5%+24.1pp | 82.4%-3.9pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,441 | $1,503-4.2% | $1,084+32.9% | $4,762-69.8% |
| Participant deferral / active EE | $1,628 | $2,712-40.0% | $1,964-17.1% | $5,850-72.2% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |