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 8-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 | $4,454 | $110,809-96.0% | $86,874-94.9% | $167,490-97.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 71.6%+14.1pp | 82.1%+3.6pp |
| Annual return | 11.82% | 116.98%-105.2pp | 63.52%-51.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $801 | $3,244-75.3% | $2,495-67.9% | $4,837-83.4% |
| Participant deferral / active EE | $1,454 | $4,546-68.0% | $3,699-60.7% | $6,341-77.1% |
| Admin fee / account holder | $65 | $8,415-99.2% | $5,828-98.9% | $12,309-99.5% |