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 8-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 | $10,958 | $160,055-93.2% | $140,016-92.2% | $135,375-91.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,068 | $6,420-5.5% | $5,606+8.3% | $4,779+27.0% |
| Participant deferral / active EE | $8,920 | $7,642+16.7% | $6,927+28.8% | $5,609+59.0% |
| Admin fee / account holder | $247 | $13,328-98.1% | $10,705-97.7% | $10,827-97.7% |