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 | $3,314 | $81,248-95.9% | $155,509-97.9% | $80,856-95.9% |
| Participation rate | 71.9% | 66.2%+5.6pp | 78.2%-6.3pp | 67.6%+4.2pp |
| Annual return | 14.38% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $490 | $3,100-84.2% | $4,672-89.5% | $2,755-82.2% |
| Participant deferral / active EE | $909 | $3,452-73.7% | $5,626-83.9% | $4,296-78.9% |
| Admin fee / account holder | $138 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |