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 | $7,870 | $159,602-95.1% | $150,045-94.8% | $142,382-94.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.00% | 70.24%-40.2pp | 62.55%-32.6pp | 217.08%-187.1pp |
| Employer contribution / active EE | $1,241 | $4,961-75.0% | $4,693-73.6% | $4,299-71.1% |
| Participant deferral / active EE | $2,986 | $8,310-64.1% | $7,997-62.7% | $6,507-54.1% |
| Admin fee / account holder | $68 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |