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 | $11,215 | $85,202-86.8% | $172,739-93.5% | $72,985-84.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.78% | 27.32%-10.5pp | 802.84%-786.1pp | 81.00%-64.2pp |
| Employer contribution / active EE | $3,635 | $3,324+9.3% | $5,143-29.3% | $2,440+49.0% |
| Participant deferral / active EE | $1,967 | $3,260-39.7% | $5,198-62.2% | $3,607-45.5% |
| Admin fee / account holder | $243 | $5,884-95.9% | $13,954-98.3% | $5,124-95.3% |