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 | $6,972 | $148,534-95.3% | $135,903-94.9% | $139,434-95.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 48.51% | 79.19%-30.7pp | 68.23%-19.7pp | 372.94%-324.4pp |
| Employer contribution / active EE | $1,011 | $5,243-80.7% | $4,856-79.2% | $4,751-78.7% |
| Participant deferral / active EE | $3,802 | $8,100-53.1% | $7,758-51.0% | $6,710-43.3% |
| Admin fee / account holder | $175 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |