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 | $4,168 | $108,172-96.1% | $77,482-94.6% | $158,922-97.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 17.18% | 31.67%-14.5pp | 54.79%-37.6pp | 302.83%-285.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,379 | $2,456-43.9% | $1,861-25.9% | $5,982-77.0% |
| Admin fee / account holder | $35 | $3,708-99.1% | $2,858-98.8% | $11,246-99.7% |