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 | $17,361 | $198,466-91.3% | $170,442-89.8% | $147,584-88.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.28% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $8,975 | $6,184+45.1% | $5,433+65.2% | $4,876+84.1% |
| Participant deferral / active EE | $6,321 | $5,629+12.3% | $4,939+28.0% | $5,439+16.2% |
| Admin fee / account holder | $69 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |