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 | $15,578 | $127,386-87.8% | $115,037-86.5% | $125,391-87.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 28.98% | 31.28%-2.3pp | 26.14%+2.8pp | 282.22%-253.2pp |
| Employer contribution / active EE | $2,354 | $5,166-54.4% | $4,608-48.9% | $4,866-51.6% |
| Participant deferral / active EE | $5,786 | $6,423-9.9% | $6,026-4.0% | $5,352+8.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |