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 | $30,242 | $181,894-83.4% | $156,549-80.7% | $273,961-89.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.46% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $11,123 | $6,248+78.0% | $5,501+102.2% | $4,869+128.5% |
| Participant deferral / active EE | $6,857 | $5,550+23.6% | $4,871+40.8% | $5,287+29.7% |
| Admin fee / account holder | $248 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |