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 | $9,423 | $165,984-94.3% | $164,813-94.3% | $145,922-93.5% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 13.83% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,274 | $5,273-75.8% | $4,341-70.6% | $4,660-72.7% |
| Participant deferral / active EE | $2,767 | $6,959-60.2% | $6,031-54.1% | $6,688-58.6% |
| Admin fee / account holder | $154 | $16,648-99.1% | $12,690-98.8% | $13,397-98.8% |