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 | $5,978 | $183,519-96.7% | $155,509-96.2% | $145,922-95.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 37.24% | 61.17%-23.9pp | 64.67%-27.4pp | 561.29%-524.0pp |
| Employer contribution / active EE | $2,079 | $5,313-60.9% | $4,672-55.5% | $4,660-55.4% |
| Participant deferral / active EE | $1,859 | $6,462-71.2% | $5,626-67.0% | $6,688-72.2% |
| Admin fee / account holder | $7 | $19,313-100.0% | $15,912-100.0% | $13,397-99.9% |