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 8-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 | $10,346 | $114,237-90.9% | $119,258-91.3% | $167,490-93.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 40.42% | 29.87%+10.5pp | 30.69%+9.7pp | 478.56%-438.1pp |
| Employer contribution / active EE | $1,470 | $4,481-67.2% | $4,384-66.5% | $4,837-69.6% |
| Participant deferral / active EE | $3,948 | $6,084-35.1% | $6,111-35.4% | $6,341-37.7% |
| Admin fee / account holder | $245 | $8,932-97.3% | $7,226-96.6% | $12,309-98.0% |