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 | $10,664 | $209,411-94.9% | $178,490-94.0% | $158,922-93.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.65% | 188.75%-159.1pp | 151.07%-121.4pp | 302.83%-273.2pp |
| Employer contribution / active EE | $3,784 | $5,706-33.7% | $5,011-24.5% | $4,761-20.5% |
| Participant deferral / active EE | $4,660 | $5,954-21.7% | $5,202-10.4% | $5,982-22.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |