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 7-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 | $8,731 | $176,377-95.0% | $134,143-93.5% | $158,922-94.5% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 51.58% | 63.63%-12.0pp | 36.33%+15.2pp | 302.83%-251.2pp |
| Employer contribution / active EE | $1,664 | $5,040-67.0% | $3,704-55.1% | $4,761-65.0% |
| Participant deferral / active EE | $2,564 | $4,091-37.3% | $3,499-26.7% | $5,982-57.1% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |