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 | $8,166 | $163,101-95.0% | $136,749-94.0% | $142,382-94.3% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 25.63% | 27.54%-1.9pp | 24.33%+1.3pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,302 | $4,117-68.4% | $3,400-61.7% | $4,299-69.7% |
| Participant deferral / active EE | $1,866 | $5,585-66.6% | $4,692-60.2% | $6,507-71.3% |
| Admin fee / account holder | $93 | $14,318-99.4% | $11,386-99.2% | $12,624-99.3% |