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 | $6,499 | $71,050-90.9% | $93,606-93.1% | $80,856-92.0% |
| Participation rate | 76.0% | 60.4%+15.6pp | 68.7%+7.3pp | 67.6%+8.4pp |
| Annual return | 33.16% | 11.26%+21.9pp | 133.20%-100.0pp | 35.59%-2.4pp |
| Employer contribution / active EE | $1,967 | $1,564+25.8% | $2,420-18.7% | $2,755-28.6% |
| Participant deferral / active EE | $3,200 | $4,034-20.7% | $4,411-27.5% | $4,296-25.5% |
| Admin fee / account holder | $51 | $6,945-99.3% | $8,285-99.4% | $6,918-99.3% |