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 | $21,656 | $226,064-90.4% | $182,532-88.1% | $152,861-85.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.59% | 192.51%-168.9pp | 148.54%-124.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,211 | $4,978-55.6% | $4,076-45.8% | $4,762-53.6% |
| Participant deferral / active EE | $1,780 | $6,368-72.0% | $5,524-67.8% | $5,850-69.6% |
| Admin fee / account holder | $99 | $10,703-99.1% | $8,592-98.8% | $11,596-99.1% |