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 8-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 | $12,939 | $209,411-93.8% | $178,490-92.8% | $158,922-91.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.10% | 188.75%-169.6pp | 151.07%-132.0pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,489 | $5,706-73.9% | $5,011-70.3% | $4,761-68.7% |
| Participant deferral / active EE | $3,857 | $5,954-35.2% | $5,202-25.8% | $5,982-35.5% |
| Admin fee / account holder | $204 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |