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 | $1,754 | $91,190-98.1% | $178,490-99.0% | $79,858-97.8% |
| Participation rate | 73.3% | 69.2%+4.1pp | 81.9%-8.6pp | 69.6%+3.7pp |
| Annual return | 76.53% | 24.19%+52.3pp | 151.07%-74.5pp | 31.71%+44.8pp |
| Employer contribution / active EE | $658 | $3,256-79.8% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $948 | $3,236-70.7% | $5,202-81.8% | $3,740-74.6% |
| Admin fee / account holder | $278 | $6,751-95.9% | $13,984-98.0% | $5,306-94.8% |