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 | $15,305 | $63,861-76.0% | $104,607-85.4% | $79,858-80.8% |
| Participation rate | 96.8% | 64.9%+31.9pp | 74.1%+22.7pp | 69.6%+27.1pp |
| Annual return | 43.15% | 21.30%+21.8pp | 340.46%-297.3pp | 31.71%+11.4pp |
| Employer contribution / active EE | $2,420 | $1,588+52.3% | $2,681-9.7% | $2,471-2.1% |
| Participant deferral / active EE | $3,736 | $2,693+38.7% | $3,740-0.1% | $3,740-0.1% |
| Admin fee / account holder | $72 | $4,185-98.3% | $6,473-98.9% | $5,306-98.6% |