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 3-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 | $7,944 | $91,407-91.3% | $135,903-94.2% | $71,457-88.9% |
| Participation rate | 82.5% | 75.7%+6.8pp | 81.9%+0.5pp | 67.9%+14.5pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.23%-68.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $2,405 | $3,703-35.1% | $4,856-50.5% | $2,588-7.0% |
| Participant deferral / active EE | $3,109 | $7,092-56.2% | $7,758-59.9% | $4,289-27.5% |
| Admin fee / account holder | $121 | $1,266-90.5% | $10,762-98.9% | $1,587-92.4% |