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 7-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 | $24,319 | $140,588-82.7% | $123,104-80.2% | $125,391-80.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.70% | 16.80%-17.5pp | 13.22%-13.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $3,477 | $6,041-42.4% | $5,151-32.5% | $4,866-28.5% |
| Participant deferral / active EE | $10,405 | $6,980+49.1% | $6,230+67.0% | $5,352+94.4% |
| Admin fee / account holder | $17 | $11,198-99.9% | $9,015-99.8% | $9,540-99.8% |