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 | $8,783 | $115,770-92.4% | $101,248-91.3% | $158,922-94.5% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 24.20% | 56.14%-31.9pp | 46.47%-22.3pp | 302.83%-278.6pp |
| Employer contribution / active EE | $794 | $4,175-81.0% | $3,660-78.3% | $4,761-83.3% |
| Participant deferral / active EE | $2,592 | $4,957-47.7% | $4,370-40.7% | $5,982-56.7% |
| Admin fee / account holder | $97 | $7,245-98.7% | $5,945-98.4% | $11,246-99.1% |