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 | $798 | $76,738-99.0% | $56,411-98.6% | $145,922-99.5% |
| Participation rate | 93.8% | 63.2%+30.5pp | 52.5%+41.3pp | 80.3%+13.5pp |
| Annual return | 8.91% | 2994.23%-2985.3pp | 1701.33%-1692.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $125 | $1,380-91.0% | $1,039-88.0% | $4,660-97.3% |
| Participant deferral / active EE | $223 | $2,623-91.5% | $1,952-88.6% | $6,688-96.7% |
| Admin fee / account holder | $43 | $3,334-98.7% | $2,829-98.5% | $13,397-99.7% |