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 | $6,902 | $127,264-94.6% | $109,895-93.7% | $167,490-95.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.2%+15.8pp | 82.1%+7.9pp |
| Annual return | 48.09% | 22.97%+25.1pp | 29.45%+18.6pp | 478.56%-430.5pp |
| Employer contribution / active EE | $569 | $3,322-82.9% | $2,842-80.0% | $4,837-88.2% |
| Participant deferral / active EE | $2,308 | $4,514-48.9% | $4,048-43.0% | $6,341-63.6% |
| Admin fee / account holder | $209 | $7,114-97.1% | $6,066-96.6% | $12,309-98.3% |