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 | $14,963 | $227,553-93.4% | $189,557-92.1% | $167,490-91.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.77% | 78.40%-63.6pp | 64.17%-49.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $831 | $5,316-84.4% | $4,412-81.2% | $4,837-82.8% |
| Participant deferral / active EE | $2,378 | $7,002-66.0% | $6,174-61.5% | $6,341-62.5% |
| Admin fee / account holder | $14 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |