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 | $9,106 | $108,919-91.6% | $100,391-90.9% | $145,922-93.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,962 | $4,419-55.6% | $3,942-50.2% | $4,660-57.9% |
| Participant deferral / active EE | $5,545 | $8,445-34.3% | $8,082-31.4% | $6,688-17.1% |
| Admin fee / account holder | $254 | $9,689-97.4% | $7,899-96.8% | $13,397-98.1% |