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 | $16,929 | $202,318-91.6% | $172,739-90.2% | $152,861-88.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 31.14% | 1029.65%-998.5pp | 802.84%-771.7pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,726 | $5,856-70.5% | $5,143-66.4% | $4,762-63.8% |
| Participant deferral / active EE | $4,632 | $5,948-22.1% | $5,198-10.9% | $5,850-20.8% |
| Admin fee / account holder | $27 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |