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 10-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 | $13,268 | $85,766-84.5% | $136,294-90.3% | $70,131-81.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 46.67% | 31.45%+15.2pp | 5155.94%-5109.3pp | 73.14%-26.5pp |
| Employer contribution / active EE | $1,499 | $2,966-49.5% | $4,695-68.1% | $2,342-36.0% |
| Participant deferral / active EE | $5,271 | $5,051+4.4% | $6,247-15.6% | $3,332+58.2% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |