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 8-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 | $7,435 | $112,881-93.4% | $90,951-91.8% | $158,922-95.3% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 27.64% | 215.79%-188.2pp | 134.60%-107.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,326 | $2,893-54.2% | $2,122-37.5% | $4,761-72.2% |
| Participant deferral / active EE | $1,326 | $4,128-67.9% | $3,373-60.7% | $5,982-77.8% |
| Admin fee / account holder | $141 | $8,041-98.2% | $5,959-97.6% | $11,246-98.7% |