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 10-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 | $27,291 | $168,632-83.8% | $147,614-81.5% | $125,391-78.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.02% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $6,742 | $6,252+7.8% | $5,564+21.2% | $4,866+38.6% |
| Participant deferral / active EE | $5,300 | $5,507-3.8% | $4,895+8.3% | $5,352-1.0% |
| Admin fee / account holder | $13 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |