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 6-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 | $9,251 | $177,572-94.8% | $154,803-94.0% | $142,382-93.5% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 22.32% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,441 | $4,810-70.0% | $4,305-66.5% | $4,299-66.5% |
| Participant deferral / active EE | $2,949 | $6,272-53.0% | $5,540-46.8% | $6,507-54.7% |
| Admin fee / account holder | $153 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |