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 3-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 | $1,434 | $169,032-99.2% | $129,207-98.9% | $145,922-99.0% |
| Participation rate | 76.2% | 76.4%-0.3pp | 69.6%+6.6pp | 80.3%-4.1pp |
| Annual return | 15.28% | 14330.11%-14314.8pp | 9417.33%-9402.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $481 | $5,537-91.3% | $4,153-88.4% | $4,660-89.7% |
| Participant deferral / active EE | $485 | $4,987-90.3% | $4,168-88.4% | $6,688-92.7% |
| Admin fee / account holder | $168 | $9,954-98.3% | $7,715-97.8% | $13,397-98.7% |