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 | $16,859 | $89,753-81.2% | $107,525-84.3% | $84,808-80.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.25% | 29.48%-9.2pp | 181.32%-161.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,032 | $3,113-66.9% | $3,754-72.5% | $2,631-60.8% |
| Participant deferral / active EE | $2,653 | $4,056-34.6% | $5,116-48.1% | $4,212-37.0% |
| Admin fee / account holder | $140 | $7,222-98.1% | $8,919-98.4% | $7,344-98.1% |