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 | $9,401 | $202,318-95.4% | $172,739-94.6% | $152,861-93.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,930 | $5,856+1.3% | $5,143+15.3% | $4,762+24.5% |
| Participant deferral / active EE | $2,977 | $5,948-50.0% | $5,198-42.7% | $5,850-49.1% |
| Admin fee / account holder | $76 | $17,109-99.6% | $13,954-99.5% | $11,596-99.3% |