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 | $13,886 | $133,922-89.6% | $116,228-88.1% | $142,382-90.2% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 20.92% | 147.76%-126.8pp | 90.06%-69.1pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,165 | $3,446-66.2% | $2,994-61.1% | $4,299-72.9% |
| Participant deferral / active EE | $1,827 | $5,672-67.8% | $4,953-63.1% | $6,507-71.9% |
| Admin fee / account holder | $89 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |