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 7-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 | $4,853 | $227,553-97.9% | $189,557-97.4% | $167,490-97.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.99% | 78.40%-65.4pp | 64.17%-51.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,029 | $5,316-80.6% | $4,412-76.7% | $4,837-78.7% |
| Participant deferral / active EE | $1,612 | $7,002-77.0% | $6,174-73.9% | $6,341-74.6% |
| Admin fee / account holder | $37 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |