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 | $16,230 | $142,405-88.6% | $115,157-85.9% | $152,861-89.4% |
| Participation rate | 92.3% | 82.4%+10.0pp | 75.9%+16.4pp | 82.4%+9.9pp |
| Annual return | 25.69% | 41.48%-15.8pp | 35.60%-9.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,418 | $4,010-64.6% | $3,179-55.4% | $4,762-70.2% |
| Participant deferral / active EE | $1,655 | $5,164-68.0% | $4,168-60.3% | $5,850-71.7% |
| Admin fee / account holder | $16 | $8,462-99.8% | $7,088-99.8% | $11,596-99.9% |