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 | $4,748 | $81,632-94.2% | $70,449-93.3% | $158,922-97.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,184 | $3,217-32.1% | $2,737-20.2% | $4,761-54.1% |
| Participant deferral / active EE | $2,277 | $4,554-50.0% | $3,709-38.6% | $5,982-61.9% |
| Admin fee / account holder | $145 | $6,193-97.7% | $3,845-96.2% | $11,246-98.7% |