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 5-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 | $25,471 | $217,402-88.3% | $185,823-86.3% | $167,490-84.8% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $11,671 | $5,873+98.7% | $5,167+125.9% | $4,837+141.3% |
| Participant deferral / active EE | $7,313 | $6,356+15.0% | $5,568+31.3% | $6,341+15.3% |
| Admin fee / account holder | $65 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |