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 | $4,437 | $176,377-97.5% | $134,143-96.7% | $158,922-97.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 46.22% | 63.63%-17.4pp | 36.33%+9.9pp | 302.83%-256.6pp |
| Employer contribution / active EE | $1,222 | $5,040-75.8% | $3,704-67.0% | $4,761-74.3% |
| Participant deferral / active EE | $1,222 | $4,091-70.1% | $3,499-65.1% | $5,982-79.6% |
| Admin fee / account holder | $13 | $8,718-99.9% | $6,684-99.8% | $11,246-99.9% |