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 | $13,953 | $89,355-84.4% | $141,162-90.1% | $72,985-80.9% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 25.63% | 111.85%-86.2pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $3,805 | $3,114+22.2% | $4,735-19.7% | $2,440+55.9% |
| Participant deferral / active EE | $3,545 | $5,418-34.6% | $6,709-47.2% | $3,607-1.7% |
| Admin fee / account holder | $233 | $5,958-96.1% | $10,261-97.7% | $5,124-95.5% |