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 6-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 | $8,667 | $118,849-92.7% | $96,562-91.0% | $167,490-94.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 27.25% | 50.49%-23.2pp | 37.78%-10.5pp | 478.56%-451.3pp |
| Employer contribution / active EE | $2,281 | $3,120-26.9% | $2,356-3.2% | $4,837-52.8% |
| Participant deferral / active EE | $6,337 | $4,616+37.3% | $3,849+64.6% | $6,341-0.1% |
| Admin fee / account holder | $16 | $8,065-99.8% | $6,181-99.7% | $12,309-99.9% |