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 9-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 | $12,266 | $107,334-88.6% | $92,893-86.8% | $152,861-92.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 22.70% | 145.58%-122.9pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,343 | $4,221-44.5% | $3,653-35.9% | $4,762-50.8% |
| Participant deferral / active EE | $4,370 | $4,845-9.8% | $4,236+3.2% | $5,850-25.3% |
| Admin fee / account holder | $217 | $7,079-96.9% | $5,794-96.3% | $11,596-98.1% |