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 | $7,270 | $106,515-93.2% | $96,683-92.5% | $139,434-94.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 32.80% | 38.43%-5.6pp | 35.69%-2.9pp | 372.94%-340.1pp |
| Employer contribution / active EE | $1,461 | $4,103-64.4% | $3,737-60.9% | $4,751-69.2% |
| Participant deferral / active EE | $2,220 | $5,454-59.3% | $4,878-54.5% | $6,710-66.9% |
| Admin fee / account holder | $9 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |