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 6-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 | $11,377 | $150,187-92.4% | $120,354-90.5% | $145,922-92.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.29% | 154.07%-138.8pp | 107.15%-91.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,332 | $4,348-69.4% | $3,463-61.5% | $4,660-71.4% |
| Participant deferral / active EE | $2,292 | $6,173-62.9% | $4,991-54.1% | $6,688-65.7% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |