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 9-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 | $19,917 | $86,286-76.9% | $111,297-82.1% | $85,850-76.8% |
| Participation rate | 96.4% | 73.3%+23.1pp | 77.3%+19.1pp | 69.3%+27.1pp |
| Annual return | 157.48% | 19.99%+137.5pp | 54.65%+102.8pp | 318.53%-161.1pp |
| Employer contribution / active EE | $3,518 | $2,043+72.2% | $2,731+28.8% | $2,565+37.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $152 | $8,188-98.1% | $7,964-98.1% | $6,260-97.6% |