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 4-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 | $14,783 | $192,717-92.3% | $142,449-89.6% | $139,434-89.4% |
| Participation rate | 91.7% | 81.5%+10.2pp | 76.8%+14.9pp | 80.3%+11.3pp |
| Annual return | 36.97% | 17.99%+19.0pp | 19.99%+17.0pp | 372.94%-336.0pp |
| Employer contribution / active EE | $3,348 | $5,806-42.3% | $4,847-30.9% | $4,751-29.5% |
| Participant deferral / active EE | $4,797 | $7,208-33.5% | $6,283-23.7% | $6,710-28.5% |
| Admin fee / account holder | $32 | $15,124-99.8% | $10,011-99.7% | $11,403-99.7% |