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 | $16,178 | $165,335-90.2% | $149,696-89.2% | $158,922-89.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.57% | 348.15%-327.6pp | 276.60%-256.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $6,924 | $5,103+35.7% | $4,644+49.1% | $4,761+45.4% |
| Participant deferral / active EE | $3,430 | $7,181-52.2% | $6,842-49.9% | $5,982-42.7% |
| Admin fee / account holder | $191 | $10,807-98.2% | $9,309-98.0% | $11,246-98.3% |