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 6-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 | $14,092 | $79,449-82.3% | $189,557-92.6% | $85,850-83.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 18.08% | 18.45%-0.4pp | 64.17%-46.1pp | 318.53%-300.5pp |
| Employer contribution / active EE | $6,861 | $2,081+229.7% | $4,412+55.5% | $2,565+167.5% |
| Participant deferral / active EE | $4,027 | $4,051-0.6% | $6,174-34.8% | $3,952+1.9% |
| Admin fee / account holder | $61 | $5,377-98.9% | $9,807-99.4% | $6,260-99.0% |