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 | $6,896 | $175,202-96.1% | $149,673-95.4% | $139,434-95.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,287 | $5,474-76.5% | $4,818-73.3% | $4,751-72.9% |
| Participant deferral / active EE | $5,795 | $6,519-11.1% | $5,680+2.0% | $6,710-13.6% |
| Admin fee / account holder | $61 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |