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 | $11,855 | $98,750-88.0% | $149,696-92.1% | $79,858-85.2% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 28.55% | 27.43%+1.1pp | 276.60%-248.1pp | 31.71%-3.2pp |
| Employer contribution / active EE | $1,966 | $3,216-38.9% | $4,644-57.7% | $2,471-20.4% |
| Participant deferral / active EE | $3,599 | $5,680-36.6% | $6,842-47.4% | $3,740-3.8% |
| Admin fee / account holder | $126 | $6,053-97.9% | $9,309-98.6% | $5,306-97.6% |