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 | $19,717 | $157,256-87.5% | $141,162-86.0% | $152,861-87.1% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 154.83% | 64.32%+90.5pp | 71.39%+83.4pp | 345.32%-190.5pp |
| Employer contribution / active EE | $1,413 | $5,261-73.1% | $4,735-70.2% | $4,762-70.3% |
| Participant deferral / active EE | $5,849 | $7,109-17.7% | $6,709-12.8% | $5,8500% |
| Admin fee / account holder | $104 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |