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 | $2,553 | $65,041-96.1% | $90,951-97.2% | $79,858-96.8% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 272.44% | 30.45%+242.0pp | 134.60%+137.8pp | 31.71%+240.7pp |
| Employer contribution / active EE | $1,175 | $1,247-5.8% | $2,122-44.6% | $2,471-52.4% |
| Participant deferral / active EE | $1,159 | $2,512-53.9% | $3,373-65.6% | $3,740-69.0% |
| Admin fee / account holder | $13 | $4,536-99.7% | $5,959-99.8% | $5,306-99.8% |