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 | $6,589 | $72,492-90.9% | $87,100-92.4% | $72,985-91.0% |
| Participation rate | 82.1% | 72.8%+9.2pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $805 | $1,894-57.5% | $2,521-68.1% | $2,440-67.0% |
| Participant deferral / active EE | $1,789 | $3,270-45.3% | $4,049-55.8% | $3,607-50.4% |
| Admin fee / account holder | $26 | $5,055-99.5% | $7,497-99.7% | $5,124-99.5% |