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 | $1,870 | $81,632-97.7% | $70,449-97.3% | $158,922-98.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.17% | 208.40%-185.2pp | 109.03%-85.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,958 | $3,217-8.1% | $2,737+8.1% | $4,761-37.9% |
| Participant deferral / active EE | $1,393 | $4,554-69.4% | $3,709-62.4% | $5,982-76.7% |
| Admin fee / account holder | $60 | $6,193-99.0% | $3,845-98.4% | $11,246-99.5% |