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 6-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 | $12,566 | $227,553-94.5% | $189,557-93.4% | $167,490-92.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 31.75% | 78.40%-46.7pp | 64.17%-32.4pp | 478.56%-446.8pp |
| Employer contribution / active EE | $687 | $5,316-87.1% | $4,412-84.4% | $4,837-85.8% |
| Participant deferral / active EE | $7,635 | $7,002+9.0% | $6,174+23.7% | $6,341+20.4% |
| Admin fee / account holder | $92 | $11,878-99.2% | $9,807-99.1% | $12,309-99.3% |