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 7-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 | $7,430 | $118,849-93.7% | $96,562-92.3% | $167,490-95.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.81% | 50.49%-35.7pp | 37.78%-23.0pp | 478.56%-463.7pp |
| Employer contribution / active EE | $703 | $3,120-77.5% | $2,356-70.2% | $4,837-85.5% |
| Participant deferral / active EE | $2,153 | $4,616-53.4% | $3,849-44.1% | $6,341-66.0% |
| Admin fee / account holder | $36 | $8,065-99.6% | $6,181-99.4% | $12,309-99.7% |