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 | $5,208 | $183,519-97.2% | $155,509-96.7% | $145,922-96.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 24.84% | 61.17%-36.3pp | 64.67%-39.8pp | 561.29%-536.5pp |
| Employer contribution / active EE | $2,014 | $5,313-62.1% | $4,672-56.9% | $4,660-56.8% |
| Participant deferral / active EE | $2,627 | $6,462-59.4% | $5,626-53.3% | $6,688-60.7% |
| Admin fee / account holder | $7 | $19,313-100.0% | $15,912-100.0% | $13,397-99.9% |