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 | $24,454 | $152,587-84.0% | $125,175-80.5% | $152,861-84.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.58% | 54.84%-31.3pp | 43.79%-20.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $6,264 | $4,946+26.6% | $3,865+62.1% | $4,762+31.5% |
| Participant deferral / active EE | $3,711 | $5,868-36.8% | $4,937-24.8% | $5,850-36.6% |
| Admin fee / account holder | $12 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |