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 | $12,176 | $176,056-93.1% | $159,436-92.4% | $167,490-92.7% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 134.53% | 331.75%-197.2pp | 263.57%-129.0pp | 478.56%-344.0pp |
| Employer contribution / active EE | $3,297 | $5,297-37.8% | $4,829-31.7% | $4,837-31.8% |
| Participant deferral / active EE | $5,475 | $7,750-29.3% | $7,352-25.5% | $6,341-13.7% |
| Admin fee / account holder | $17 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |