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 | $10,933 | $78,422-86.1% | $95,952-88.6% | $79,858-86.3% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 53.08% | 19.37%+33.7pp | 91.61%-38.5pp | 31.71%+21.4pp |
| Employer contribution / active EE | $1,497 | $1,945-23.0% | $2,541-41.1% | $2,471-39.4% |
| Participant deferral / active EE | $3,840 | $3,440+11.6% | $4,167-7.9% | $3,740+2.7% |
| Admin fee / account holder | $180 | $5,622-96.8% | $6,795-97.3% | $5,306-96.6% |