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 | $7,321 | $124,319-94.1% | $111,297-93.4% | $167,490-95.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 10.47% | 37.44%-27.0pp | 54.65%-44.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,275 | $3,435-62.9% | $2,731-53.3% | $4,837-73.6% |
| Participant deferral / active EE | $2,536 | $5,180-51.0% | $4,487-43.5% | $6,341-60.0% |
| Admin fee / account holder | $213 | $10,618-98.0% | $7,964-97.3% | $12,309-98.3% |