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 | $3,734 | $138,044-97.3% | $125,339-97.0% | $134,475-97.2% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,157 | $5,243-77.9% | $4,814-76.0% | $4,740-75.6% |
| Participant deferral / active EE | $2,568 | $7,799-67.1% | $7,446-65.5% | $6,400-59.9% |
| Admin fee / account holder | $239 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |