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 4-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 | $3,925 | $73,933-94.7% | $96,683-95.9% | $75,163-94.8% |
| Participation rate | 72.4% | 66.4%+6.0pp | 74.3%-1.9pp | 67.2%+5.2pp |
| Annual return | 128.40% | 26.70%+101.7pp | 35.69%+92.7pp | 160.62%-32.2pp |
| Employer contribution / active EE | $1,129 | $2,928-61.4% | $3,737-69.8% | $2,670-57.7% |
| Participant deferral / active EE | $2,620 | $3,659-28.4% | $4,878-46.3% | $4,125-36.5% |
| Admin fee / account holder | $277 | $5,216-94.7% | $6,730-95.9% | $5,651-95.1% |