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 | $3,516 | $111,754-96.9% | $103,333-96.6% | $145,922-97.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 28.65% | 24.77%+3.9pp | 24.88%+3.8pp | 561.29%-532.6pp |
| Employer contribution / active EE | $1,516 | $4,212-64.0% | $3,868-60.8% | $4,660-67.5% |
| Participant deferral / active EE | $2,114 | $5,619-62.4% | $5,057-58.2% | $6,688-68.4% |
| Admin fee / account holder | $151 | $9,750-98.5% | $8,355-98.2% | $13,397-98.9% |