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 4-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 | $24,873 | $201,272-87.6% | $184,203-86.5% | $145,922-83.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.49% | 29.00%-12.5pp | 28.81%-12.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,930 | $7,022-58.3% | $6,427-54.4% | $4,660-37.1% |
| Participant deferral / active EE | $5,519 | $9,806-43.7% | $9,131-39.6% | $6,688-17.5% |
| Admin fee / account holder | $109 | $16,364-99.3% | $13,901-99.2% | $13,397-99.2% |