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 | $13,973 | $157,256-91.1% | $141,162-90.1% | $152,861-90.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,664 | $5,261-30.4% | $4,735-22.6% | $4,762-23.1% |
| Participant deferral / active EE | $7,460 | $7,109+4.9% | $6,709+11.2% | $5,850+27.5% |
| Admin fee / account holder | $94 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |