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 | $7,189 | $106,515-93.3% | $96,683-92.6% | $139,434-94.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 44.91% | 38.43%+6.5pp | 35.69%+9.2pp | 372.94%-328.0pp |
| Employer contribution / active EE | $3,241 | $4,103-21.0% | $3,737-13.3% | $4,751-31.8% |
| Participant deferral / active EE | $6,718 | $5,454+23.2% | $4,878+37.7% | $6,710+0.1% |
| Admin fee / account holder | $25 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |