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 6-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 | $15,131 | $209,832-92.8% | $189,513-92.0% | $167,490-91.0% |
| Participation rate | 73.3% | 88.7%-15.3pp | 87.8%-14.5pp | 82.1%-8.8pp |
| Annual return | 35.00% | 748.27%-713.3pp | 555.15%-520.2pp | 478.56%-443.6pp |
| Employer contribution / active EE | $1,642 | $6,914-76.2% | $6,162-73.3% | $4,837-66.1% |
| Participant deferral / active EE | $5,684 | $8,935-36.4% | $8,221-30.9% | $6,341-10.4% |
| Admin fee / account holder | $17 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |