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 | $11,114 | $67,411-83.5% | $91,001-87.8% | $70,131-84.2% |
| Participation rate | 83.8% | 71.4%+12.4pp | 75.6%+8.2pp | 69.5%+14.2pp |
| Annual return | 516.27% | -40.16%+556.4pp | 4.60%+511.7pp | 73.14%+443.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,670 | $2,823-40.8% | $3,547-52.9% | $3,332-49.9% |
| Admin fee / account holder | $38 | $4,236-99.1% | $5,417-99.3% | $4,645-99.2% |