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 8-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 | $12,774 | $77,813-83.6% | $123,544-89.7% | $64,186-80.1% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,469 | $3,014-51.3% | $4,628-68.3% | $2,381-38.3% |
| Participant deferral / active EE | $3,426 | $5,240-34.6% | $6,426-46.7% | $3,470-1.2% |
| Admin fee / account holder | $92 | $5,519-98.3% | $9,284-99.0% | $4,888-98.1% |