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 | $14,688 | $86,699-83.1% | $73,307-80.0% | $125,391-88.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.39% | 2.78%-2.4pp | 5.67%-5.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $3,887 | $4,152-6.4% | $3,237+20.1% | $4,866-20.1% |
| Participant deferral / active EE | $2,548 | $5,550-54.1% | $4,991-48.9% | $5,352-52.4% |
| Admin fee / account holder | $174 | $7,771-97.8% | $5,637-96.9% | $9,540-98.2% |