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 | $3,912 | $70,756-94.5% | $65,493-94.0% | $142,382-97.3% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 19.37% | 1754.89%-1735.5pp | 982.45%-963.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $392 | $2,881-86.4% | $2,574-84.8% | $4,299-90.9% |
| Participant deferral / active EE | $1,500 | $4,637-67.7% | $3,961-62.1% | $6,507-76.9% |
| Admin fee / account holder | $112 | $6,559-98.3% | $5,028-97.8% | $12,624-99.1% |