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 5-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 | $18,006 | $117,841-84.7% | $102,423-82.4% | $145,922-87.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 28.49% | 31.65%-3.2pp | 29.32%-0.8pp | 561.29%-532.8pp |
| Employer contribution / active EE | $2,249 | $3,615-37.8% | $3,023-25.6% | $4,660-51.7% |
| Participant deferral / active EE | $5,181 | $5,731-9.6% | $5,053+2.5% | $6,688-22.5% |
| Admin fee / account holder | $9 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |