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 | $9,335 | $117,983-92.1% | $101,794-90.8% | $142,382-93.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 24.24% | 36.92%-12.7pp | 30.53%-6.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,143 | $2,773-58.8% | $2,289-50.1% | $4,299-73.4% |
| Participant deferral / active EE | $2,478 | $4,714-47.4% | $4,084-39.3% | $6,507-61.9% |
| Admin fee / account holder | $154 | $10,433-98.5% | $8,777-98.3% | $12,624-98.8% |