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 | $1,765 | $57,281-96.9% | $86,612-98.0% | $75,163-97.7% |
| Participation rate | 92.3% | 63.2%+29.1pp | 71.7%+20.6pp | 67.2%+25.1pp |
| Annual return | 26.21% | 2670.75%-2644.5pp | 591.07%-564.9pp | 160.62%-134.4pp |
| Employer contribution / active EE | $692 | $2,314-70.1% | $3,022-77.1% | $2,670-74.1% |
| Participant deferral / active EE | $1,070 | $3,318-67.7% | $4,438-75.9% | $4,125-74.1% |
| Admin fee / account holder | $277 | $4,112-93.3% | $5,614-95.1% | $5,651-95.1% |