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 | $3,833 | $99,877-96.2% | $84,966-95.5% | $145,922-97.4% |
| Participation rate | 94.4% | 74.1%+20.4pp | 67.5%+26.9pp | 80.3%+14.2pp |
| Annual return | 31.93% | 83.76%-51.8pp | 66.38%-34.4pp | 561.29%-529.4pp |
| Employer contribution / active EE | $446 | $3,231-86.2% | $2,727-83.6% | $4,660-90.4% |
| Participant deferral / active EE | $1,810 | $5,291-65.8% | $4,519-60.0% | $6,688-72.9% |
| Admin fee / account holder | $62 | $7,248-99.1% | $6,149-99.0% | $13,397-99.5% |