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 | $7,348 | $183,519-96.0% | $155,509-95.3% | $145,922-95.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.34% | 61.17%-19.8pp | 64.67%-23.3pp | 561.29%-519.9pp |
| Employer contribution / active EE | $1,888 | $5,313-64.5% | $4,672-59.6% | $4,660-59.5% |
| Participant deferral / active EE | $3,065 | $6,462-52.6% | $5,626-45.5% | $6,688-54.2% |
| Admin fee / account holder | $42 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |