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 | $6,658 | $148,534-95.5% | $135,903-95.1% | $139,434-95.2% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 43.82% | 79.19%-35.4pp | 68.23%-24.4pp | 372.94%-329.1pp |
| Employer contribution / active EE | $1,799 | $5,243-65.7% | $4,856-63.0% | $4,751-62.1% |
| Participant deferral / active EE | $2,906 | $8,100-64.1% | $7,758-62.5% | $6,710-56.7% |
| Admin fee / account holder | $14 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |