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 5-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 | $3,901 | $96,305-95.9% | $80,569-95.2% | $139,434-97.2% |
| Participation rate | 95.8% | 73.6%+22.2pp | 67.0%+28.8pp | 80.3%+15.5pp |
| Annual return | 22.82% | 1350.08%-1327.3pp | 935.43%-912.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $711 | $3,262-78.2% | $2,723-73.9% | $4,751-85.0% |
| Participant deferral / active EE | $1,118 | $5,232-78.6% | $4,447-74.9% | $6,710-83.3% |
| Admin fee / account holder | $198 | $6,599-97.0% | $5,377-96.3% | $11,403-98.3% |