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 4-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 | $6,932 | $80,717-91.4% | $154,803-95.5% | $84,808-91.8% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 21.68% | 37.96%-16.3pp | 58.88%-37.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $954 | $2,761-65.4% | $4,305-77.8% | $2,631-63.7% |
| Participant deferral / active EE | $1,214 | $3,303-63.2% | $5,540-78.1% | $4,212-71.2% |
| Admin fee / account holder | $126 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |