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 9-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 | $6,067 | $111,724-94.6% | $93,606-93.5% | $145,922-95.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 8.95% | 202.98%-194.0pp | 133.20%-124.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $820 | $3,090-73.5% | $2,420-66.1% | $4,660-82.4% |
| Participant deferral / active EE | $1,344 | $4,912-72.6% | $4,411-69.5% | $6,688-79.9% |
| Admin fee / account holder | $205 | $10,250-98.0% | $8,285-97.5% | $13,397-98.5% |