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 | $2,847 | $102,604-97.2% | $86,188-96.7% | $139,434-98.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 33.67% | 1922.51%-1888.8pp | 1168.45%-1134.8pp | 372.94%-339.3pp |
| Employer contribution / active EE | $831 | $3,032-72.6% | $2,380-65.1% | $4,751-82.5% |
| Participant deferral / active EE | $1,123 | $4,676-76.0% | $3,985-71.8% | $6,710-83.3% |
| Admin fee / account holder | $10 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |