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 9-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 | $7,120 | $149,734-95.2% | $118,925-94.0% | $158,922-95.5% |
| Participation rate | 87.0% | 82.1%+4.9pp | 75.4%+11.6pp | 82.0%+5.0pp |
| Annual return | 5.90% | 19.95%-14.0pp | 35.88%-30.0pp | 302.83%-296.9pp |
| Employer contribution / active EE | $2,753 | $4,115-33.1% | $3,263-15.6% | $4,761-42.2% |
| Participant deferral / active EE | $2,110 | $5,223-59.6% | $4,265-50.5% | $5,982-64.7% |
| Admin fee / account holder | $214 | $8,603-97.5% | $6,581-96.7% | $11,246-98.1% |