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 3-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 | $12,290 | $183,519-93.3% | $155,509-92.1% | $145,922-91.6% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 72.61% | 61.17%+11.4pp | 64.67%+7.9pp | 561.29%-488.7pp |
| Employer contribution / active EE | $2,634 | $5,313-50.4% | $4,672-43.6% | $4,660-43.5% |
| Participant deferral / active EE | $4,279 | $6,462-33.8% | $5,626-24.0% | $6,688-36.0% |
| Admin fee / account holder | $6 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |