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 | $15,162 | $91,552-83.4% | $133,956-88.7% | $79,858-81.0% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.8pp |
| Annual return | 68.02% | 61.85%+6.2pp | 45.09%+22.9pp | 31.71%+36.3pp |
| Employer contribution / active EE | $7,670 | $2,384+221.8% | $3,919+95.7% | $2,471+210.4% |
| Participant deferral / active EE | $3,928 | $3,733+5.2% | $5,048-22.2% | $3,740+5.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |