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 | $7,287 | $148,534-95.1% | $135,903-94.6% | $139,434-94.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 30.53% | 79.19%-48.7pp | 68.23%-37.7pp | 372.94%-342.4pp |
| Employer contribution / active EE | $2,099 | $5,243-60.0% | $4,856-56.8% | $4,751-55.8% |
| Participant deferral / active EE | $3,886 | $8,100-52.0% | $7,758-49.9% | $6,710-42.1% |
| Admin fee / account holder | $24 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |