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 8-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 | $2,623 | $112,881-97.7% | $90,951-97.1% | $158,922-98.3% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 26.53% | 215.79%-189.3pp | 134.60%-108.1pp | 302.83%-276.3pp |
| Employer contribution / active EE | $731 | $2,893-74.7% | $2,122-65.5% | $4,761-84.6% |
| Participant deferral / active EE | $1,313 | $4,128-68.2% | $3,373-61.1% | $5,982-78.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |