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 5-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 | $2,855 | $105,931-97.3% | $81,930-96.5% | $158,922-98.2% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 25.28% | 38.17%-12.9pp | 29.49%-4.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $909 | $7,800-88.3% | $4,310-78.9% | $4,761-80.9% |
| Participant deferral / active EE | $1,690 | $13,003-87.0% | $7,107-76.2% | $5,982-71.8% |
| Admin fee / account holder | $12 | $8,489-99.9% | $5,158-99.8% | $11,246-99.9% |