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 7-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 | $8,729 | $115,882-92.5% | $100,516-91.3% | $158,922-94.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 30.80% | 34.79%-4.0pp | 30.89%-0.1pp | 302.83%-272.0pp |
| Employer contribution / active EE | $1,967 | $4,103-52.1% | $3,418-42.4% | $4,761-58.7% |
| Participant deferral / active EE | $5,675 | $6,674-15.0% | $6,270-9.5% | $5,982-5.1% |
| Admin fee / account holder | $1 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |