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 5-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 | $9,274 | $77,899-88.1% | $149,673-93.8% | $75,163-87.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.99% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,531 | $3,137+44.4% | $4,818-5.9% | $2,670+69.7% |
| Participant deferral / active EE | $1,318 | $3,411-61.4% | $5,680-76.8% | $4,125-68.0% |
| Admin fee / account holder | $293 | $5,956-95.1% | $13,210-97.8% | $5,651-94.8% |