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 | $5,388 | $64,839-91.7% | $95,585-94.4% | $84,808-93.6% |
| Participation rate | 86.6% | 63.8%+22.7pp | 72.1%+14.5pp | 68.3%+18.3pp |
| Annual return | 21.44% | -670.96%+692.4pp | 38.56%-17.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $545 | $1,759-69.0% | $2,527-78.4% | $2,631-79.3% |
| Participant deferral / active EE | $1,538 | $2,965-48.1% | $4,023-61.8% | $4,212-63.5% |
| Admin fee / account holder | $278 | $5,964-95.3% | $6,127-95.5% | $7,344-96.2% |