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 | $2,853 | $100,773-97.2% | $88,946-96.8% | $142,382-98.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.59% | 70.18%-45.6pp | 57.82%-33.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $891 | $2,918-69.5% | $2,555-65.1% | $4,299-79.3% |
| Participant deferral / active EE | $944 | $5,230-82.0% | $4,581-79.4% | $6,507-85.5% |
| Admin fee / account holder | $14 | $9,693-99.9% | $8,261-99.8% | $12,624-99.9% |