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 | $9,512 | $165,335-94.2% | $149,696-93.6% | $158,922-94.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 86.37% | 348.15%-261.8pp | 276.60%-190.2pp | 302.83%-216.5pp |
| Employer contribution / active EE | $2,395 | $5,103-53.1% | $4,644-48.4% | $4,761-49.7% |
| Participant deferral / active EE | $4,406 | $7,181-38.6% | $6,842-35.6% | $5,982-26.3% |
| Admin fee / account holder | $27 | $10,807-99.7% | $9,309-99.7% | $11,246-99.8% |