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 9-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 | $7,913 | $96,484-91.8% | $75,886-89.6% | $152,861-94.8% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.3%+24.8pp | 82.4%+11.7pp |
| Annual return | 16.14% | 33.98%-17.8pp | 30.76%-14.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,520 | $3,309-54.1% | $2,500-39.2% | $4,762-68.1% |
| Participant deferral / active EE | $2,603 | $4,553-42.8% | $3,603-27.7% | $5,850-55.5% |
| Admin fee / account holder | $180 | $8,078-97.8% | $5,418-96.7% | $11,596-98.4% |