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 7-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 | $6,765 | $176,662-96.2% | $130,648-94.8% | $152,861-95.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 8.68% | 2692.24%-2683.6pp | 1708.96%-1700.3pp | 345.32%-336.6pp |
| Employer contribution / active EE | $514 | $5,742-91.0% | $4,092-87.4% | $4,762-89.2% |
| Participant deferral / active EE | $1,795 | $4,361-58.8% | $3,603-50.2% | $5,850-69.3% |
| Admin fee / account holder | $60 | $7,133-99.2% | $5,464-98.9% | $11,596-99.5% |