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 4-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 | $14,511 | $159,602-90.9% | $150,045-90.3% | $142,382-89.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.61% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,862 | $4,961-42.3% | $4,693-39.0% | $4,299-33.4% |
| Participant deferral / active EE | $4,106 | $8,310-50.6% | $7,997-48.7% | $6,507-36.9% |
| Admin fee / account holder | $44 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |