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 | $25,768 | $149,679-82.8% | $117,039-78.0% | $147,584-82.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.26% | 19.31%-1.1pp | 18.95%-0.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,542 | $4,937-48.5% | $3,785-32.8% | $4,876-47.9% |
| Participant deferral / active EE | $3,988 | $4,912-18.8% | $3,929+1.5% | $5,439-26.7% |
| Admin fee / account holder | $3 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |