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 7-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 | $15,401 | $228,332-93.3% | $185,823-91.7% | $158,922-90.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 31.15% | 40.80%-9.7pp | 35.95%-4.8pp | 302.83%-271.7pp |
| Employer contribution / active EE | $3,220 | $4,967-35.2% | $4,087-21.2% | $4,761-32.4% |
| Participant deferral / active EE | $4,195 | $6,415-34.6% | $5,632-25.5% | $5,982-29.9% |
| Admin fee / account holder | $167 | $11,864-98.6% | $9,500-98.2% | $11,246-98.5% |