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 | $3,604 | $90,600-96.0% | $79,464-95.5% | $135,375-97.3% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $997 | $3,068-67.5% | $2,800-64.4% | $4,779-79.1% |
| Participant deferral / active EE | $2,351 | $4,050-42.0% | $3,704-36.5% | $5,609-58.1% |
| Admin fee / account holder | $140 | $5,907-97.6% | $5,113-97.3% | $10,827-98.7% |