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 | $5,738 | $54,762-89.5% | $90,281-93.6% | $72,985-92.1% |
| Participation rate | 81.1% | 65.1%+15.9pp | 73.3%+7.8pp | 69.5%+11.6pp |
| Annual return | 119.87% | 30.63%+89.2pp | 78.10%+41.8pp | 81.00%+38.9pp |
| Employer contribution / active EE | $1,155 | $2,092-44.8% | $2,854-59.5% | $2,440-52.7% |
| Participant deferral / active EE | $1,932 | $2,887-33.1% | $3,885-50.3% | $3,607-46.4% |
| Admin fee / account holder | $154 | $3,972-96.1% | $5,351-97.1% | $5,124-97.0% |