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 | $7,637 | $177,572-95.7% | $154,803-95.1% | $142,382-94.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.36% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,127 | $4,810-76.6% | $4,305-73.8% | $4,299-73.8% |
| Participant deferral / active EE | $2,849 | $6,272-54.6% | $5,540-48.6% | $6,507-56.2% |
| Admin fee / account holder | $230 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |