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 10-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 | $4,275 | $108,172-96.0% | $77,482-94.5% | $158,922-97.3% |
| Participation rate | 93.3% | 64.4%+28.9pp | 54.2%+39.1pp | 82.0%+11.4pp |
| Annual return | 29.91% | 31.67%-1.8pp | 54.79%-24.9pp | 302.83%-272.9pp |
| Employer contribution / active EE | $634 | $1,325-52.2% | $986-35.7% | $4,761-86.7% |
| Participant deferral / active EE | $1,300 | $2,456-47.1% | $1,861-30.2% | $5,982-78.3% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |