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 4-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 | $3,817 | $117,983-96.8% | $101,794-96.3% | $142,382-97.3% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 29.94% | 36.92%-7.0pp | 30.53%-0.6pp | 217.08%-187.1pp |
| Employer contribution / active EE | $803 | $2,773-71.1% | $2,289-64.9% | $4,299-81.3% |
| Participant deferral / active EE | $1,358 | $4,714-71.2% | $4,084-66.7% | $6,507-79.1% |
| Admin fee / account holder | $12 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |