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 9-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 | $14,996 | $183,963-91.8% | $162,163-90.8% | $152,861-90.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.88% | 150.76%-119.9pp | 115.59%-84.7pp | 345.32%-314.4pp |
| Employer contribution / active EE | $5,400 | $6,371-15.2% | $5,614-3.8% | $4,762+13.4% |
| Participant deferral / active EE | $9,000 | $8,034+12.0% | $7,298+23.3% | $5,850+53.8% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |