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 4-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 | $11,507 | $71,883-84.0% | $86,677-86.7% | $68,494-83.2% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,491 | $2,173+14.6% | $2,836-12.2% | $2,596-4.1% |
| Participant deferral / active EE | $4,934 | $3,779+30.6% | $4,656+6.0% | $4,027+22.5% |
| Admin fee / account holder | $3 | $6,112-99.9% | $7,493-100.0% | $5,403-99.9% |