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 | $6,778 | $183,519-96.3% | $155,509-95.6% | $145,922-95.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 26.33% | 61.17%-34.8pp | 64.67%-38.3pp | 561.29%-535.0pp |
| Employer contribution / active EE | $1,782 | $5,313-66.5% | $4,672-61.9% | $4,660-61.7% |
| Participant deferral / active EE | $3,284 | $6,462-49.2% | $5,626-41.6% | $6,688-50.9% |
| Admin fee / account holder | $291 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |