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 4-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 | $7,645 | $106,515-92.8% | $96,683-92.1% | $139,434-94.5% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 41.68% | 38.43%+3.3pp | 35.69%+6.0pp | 372.94%-331.3pp |
| Employer contribution / active EE | $2,109 | $4,103-48.6% | $3,737-43.6% | $4,751-55.6% |
| Participant deferral / active EE | $3,198 | $5,454-41.4% | $4,878-34.4% | $6,710-52.3% |
| Admin fee / account holder | $166 | $7,877-97.9% | $6,730-97.5% | $11,403-98.5% |