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 | $14,469 | $98,240-85.3% | $82,313-82.4% | $147,584-90.2% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 10.77% | 30.85%-20.1pp | 25.88%-15.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $3,767 | $3,192+18.0% | $2,428+55.1% | $4,876-22.7% |
| Participant deferral / active EE | $7,116 | $4,383+62.4% | $3,706+92.0% | $5,439+30.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |