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 | $8,317 | $210,648-96.1% | $177,989-95.3% | $145,922-94.3% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.68% | 385.86%-371.2pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,062 | $4,565-76.7% | $3,949-73.1% | $4,660-77.2% |
| Participant deferral / active EE | $1,268 | $6,958-81.8% | $6,276-79.8% | $6,688-81.0% |
| Admin fee / account holder | $6 | $12,013-100.0% | $10,363-99.9% | $13,397-100.0% |