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 | $7,629 | $77,899-90.2% | $149,673-94.9% | $75,163-89.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 37.79% | 31.72%+6.1pp | 134.42%-96.6pp | 160.62%-122.8pp |
| Employer contribution / active EE | $1,614 | $3,137-48.6% | $4,818-66.5% | $2,670-39.6% |
| Participant deferral / active EE | $3,333 | $3,411-2.3% | $5,680-41.3% | $4,125-19.2% |
| Admin fee / account holder | $175 | $5,956-97.1% | $13,210-98.7% | $5,651-96.9% |