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 7-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 | $12,867 | $107,934-88.1% | $91,989-86.0% | $152,861-91.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 31.82% | 89.24%-57.4pp | 69.02%-37.2pp | 345.32%-313.5pp |
| Employer contribution / active EE | $9,302 | $4,210+121.0% | $3,452+169.5% | $4,762+95.3% |
| Participant deferral / active EE | $24,730 | $6,364+288.6% | $5,923+317.5% | $5,850+322.7% |
| Admin fee / account holder | $20 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |