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 5-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 | $9,322 | $102,604-90.9% | $86,188-89.2% | $139,434-93.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.87% | 1922.51%-1898.6pp | 1168.45%-1144.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $782 | $3,032-74.2% | $2,380-67.2% | $4,751-83.5% |
| Participant deferral / active EE | $4,431 | $4,676-5.2% | $3,985+11.2% | $6,710-34.0% |
| Admin fee / account holder | $91 | $8,657-99.0% | $6,852-98.7% | $11,403-99.2% |