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 | $11,429 | $157,256-92.7% | $141,162-91.9% | $152,861-92.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 32.33% | 64.32%-32.0pp | 71.39%-39.1pp | 345.32%-313.0pp |
| Employer contribution / active EE | $3,505 | $5,261-33.4% | $4,735-26.0% | $4,762-26.4% |
| Participant deferral / active EE | $3,774 | $7,109-46.9% | $6,709-43.8% | $5,850-35.5% |
| Admin fee / account holder | $18 | $12,120-99.9% | $10,261-99.8% | $11,596-99.8% |