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 | $9,256 | $77,145-88.0% | $108,410-91.5% | $85,850-89.2% |
| Participation rate | 92.7% | 74.7%+18.0pp | 80.1%+12.6pp | 69.3%+23.4pp |
| Annual return | 21.48% | 44.54%-23.1pp | 905.27%-883.8pp | 318.53%-297.1pp |
| Employer contribution / active EE | $962 | $2,379-59.6% | $3,558-73.0% | $2,565-62.5% |
| Participant deferral / active EE | $3,748 | $5,566-32.7% | $6,563-42.9% | $3,952-5.1% |
| Admin fee / account holder | $14 | $5,172-99.7% | $7,295-99.8% | $6,260-99.8% |