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 | $6,558 | $100,852-93.5% | $90,404-92.7% | $158,922-95.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 123.03% | 1724.20%-1601.2pp | 1293.02%-1170.0pp | 302.83%-179.8pp |
| Employer contribution / active EE | $1,867 | $3,689-49.4% | $3,262-42.8% | $4,761-60.8% |
| Participant deferral / active EE | $1,867 | $4,348-57.1% | $3,963-52.9% | $5,982-68.8% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |