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 10-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 | $11,034 | $214,378-94.9% | $200,582-94.5% | $142,382-92.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.48% | 46.41%-31.9pp | 42.33%-27.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,962 | $6,841-56.7% | $6,419-53.9% | $4,299-31.1% |
| Participant deferral / active EE | $4,070 | $9,865-58.7% | $9,331-56.4% | $6,507-37.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |