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 | $7,665 | $165,335-95.4% | $149,696-94.9% | $158,922-95.2% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 112.97% | 348.15%-235.2pp | 276.60%-163.6pp | 302.83%-189.9pp |
| Employer contribution / active EE | $1,981 | $5,103-61.2% | $4,644-57.4% | $4,761-58.4% |
| Participant deferral / active EE | $3,915 | $7,181-45.5% | $6,842-42.8% | $5,982-34.6% |
| Admin fee / account holder | $21 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |