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 9-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 | $5,865 | $100,852-94.2% | $90,404-93.5% | $158,922-96.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 17.61% | 1724.20%-1706.6pp | 1293.02%-1275.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $740 | $3,689-79.9% | $3,262-77.3% | $4,761-84.5% |
| Participant deferral / active EE | $1,217 | $4,348-72.0% | $3,963-69.3% | $5,982-79.7% |
| Admin fee / account holder | $66 | $6,501-99.0% | $5,611-98.8% | $11,246-99.4% |