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 5-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 | $4,552 | $156,846-97.1% | $121,098-96.2% | $139,434-96.7% |
| Participation rate | 82.6% | 76.4%+6.2pp | 69.5%+13.1pp | 80.3%+2.3pp |
| Annual return | 28.67% | 1474.56%-1445.9pp | 985.75%-957.1pp | 372.94%-344.3pp |
| Employer contribution / active EE | $738 | $5,536-86.7% | $4,164-82.3% | $4,751-84.5% |
| Participant deferral / active EE | $2,038 | $4,844-57.9% | $4,080-50.0% | $6,710-69.6% |
| Admin fee / account holder | $82 | $6,946-98.8% | $5,644-98.6% | $11,403-99.3% |