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 | $15,322 | $183,519-91.7% | $155,509-90.1% | $145,922-89.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.78% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,078 | $5,313-60.9% | $4,672-55.5% | $4,660-55.4% |
| Participant deferral / active EE | $2,921 | $6,462-54.8% | $5,626-48.1% | $6,688-56.3% |
| Admin fee / account holder | $4 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |