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 | $4,014 | $112,881-96.4% | $90,951-95.6% | $158,922-97.5% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 28.15% | 215.79%-187.6pp | 134.60%-106.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $675 | $2,893-76.7% | $2,122-68.2% | $4,761-85.8% |
| Participant deferral / active EE | $1,450 | $4,128-64.9% | $3,373-57.0% | $5,982-75.8% |
| Admin fee / account holder | $19 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |