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 7-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 | $2,993 | $112,881-97.3% | $90,951-96.7% | $158,922-98.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 52.63% | 215.79%-163.2pp | 134.60%-82.0pp | 302.83%-250.2pp |
| Employer contribution / active EE | $739 | $2,893-74.5% | $2,122-65.2% | $4,761-84.5% |
| Participant deferral / active EE | $1,183 | $4,128-71.3% | $3,373-64.9% | $5,982-80.2% |
| Admin fee / account holder | $20 | $8,041-99.7% | $5,959-99.7% | $11,246-99.8% |