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 | $9,629 | $157,256-93.9% | $141,162-93.2% | $152,861-93.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.85% | 64.32%-30.5pp | 71.39%-37.5pp | 345.32%-311.5pp |
| Employer contribution / active EE | $2,333 | $5,261-55.7% | $4,735-50.7% | $4,762-51.0% |
| Participant deferral / active EE | $3,932 | $7,109-44.7% | $6,709-41.4% | $5,850-32.8% |
| Admin fee / account holder | $175 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |