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 8-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 | $10,938 | $107,334-89.8% | $92,893-88.2% | $152,861-92.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 39.66% | 145.58%-105.9pp | 109.41%-69.7pp | 345.32%-305.7pp |
| Employer contribution / active EE | $1,649 | $4,221-60.9% | $3,653-54.9% | $4,762-65.4% |
| Participant deferral / active EE | $3,074 | $4,845-36.5% | $4,236-27.4% | $5,850-47.5% |
| Admin fee / account holder | $25 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |