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 | $8,676 | $176,056-95.1% | $159,436-94.6% | $167,490-94.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 32.01% | 331.75%-299.7pp | 263.57%-231.6pp | 478.56%-446.5pp |
| Employer contribution / active EE | $1,415 | $5,297-73.3% | $4,829-70.7% | $4,837-70.8% |
| Participant deferral / active EE | $4,617 | $7,750-40.4% | $7,352-37.2% | $6,341-27.2% |
| Admin fee / account holder | $265 | $12,554-97.9% | $10,799-97.5% | $12,309-97.8% |