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 | $16,975 | $209,411-91.9% | $178,490-90.5% | $158,922-89.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 21.20% | 188.75%-167.6pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,379 | $5,706-58.3% | $5,011-52.5% | $4,761-50.0% |
| Participant deferral / active EE | $3,762 | $5,954-36.8% | $5,202-27.7% | $5,982-37.1% |
| Admin fee / account holder | $72 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |