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 | $12,553 | $226,064-94.4% | $182,532-93.1% | $152,861-91.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.47% | 192.51%-165.0pp | 148.54%-121.1pp | 345.32%-317.8pp |
| Employer contribution / active EE | $995 | $4,978-80.0% | $4,076-75.6% | $4,762-79.1% |
| Participant deferral / active EE | $7,101 | $6,368+11.5% | $5,524+28.5% | $5,850+21.4% |
| Admin fee / account holder | $88 | $10,703-99.2% | $8,592-99.0% | $11,596-99.2% |