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 6-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 | $3,609 | $64,839-94.4% | $95,585-96.2% | $84,808-95.7% |
| Participation rate | 87.5% | 63.8%+23.7pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 83.72% | -670.96%+754.7pp | 38.56%+45.2pp | 40.90%+42.8pp |
| Employer contribution / active EE | $836 | $1,759-52.5% | $2,527-66.9% | $2,631-68.2% |
| Participant deferral / active EE | $982 | $2,965-66.9% | $4,023-75.6% | $4,212-76.7% |
| Admin fee / account holder | $286 | $5,964-95.2% | $6,127-95.3% | $7,344-96.1% |