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 | $6,233 | $115,770-94.6% | $101,248-93.8% | $158,922-96.1% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 40.37% | 56.14%-15.8pp | 46.47%-6.1pp | 302.83%-262.5pp |
| Employer contribution / active EE | $1,101 | $4,175-73.6% | $3,660-69.9% | $4,761-76.9% |
| Participant deferral / active EE | $2,200 | $4,957-55.6% | $4,370-49.7% | $5,982-63.2% |
| Admin fee / account holder | $12 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |