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 3-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 | $5,361 | $117,983-95.5% | $101,794-94.7% | $142,382-96.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.30% | 36.92%-14.6pp | 30.53%-8.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,246 | $2,773-55.1% | $2,289-45.6% | $4,299-71.0% |
| Participant deferral / active EE | $2,049 | $4,714-56.5% | $4,084-49.8% | $6,507-68.5% |
| Admin fee / account holder | $8 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |