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 | $13,471 | $107,334-87.4% | $92,893-85.5% | $152,861-91.2% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 54.82% | 145.58%-90.8pp | 109.41%-54.6pp | 345.32%-290.5pp |
| Employer contribution / active EE | $1,361 | $4,221-67.8% | $3,653-62.7% | $4,762-71.4% |
| Participant deferral / active EE | $3,917 | $4,845-19.2% | $4,236-7.5% | $5,850-33.1% |
| Admin fee / account holder | $3 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |