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 | $16,473 | $150,440-89.1% | $136,294-87.9% | $147,584-88.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 25.00% | 1049.08%-1024.1pp | 5155.94%-5130.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $910 | $5,256-82.7% | $4,695-80.6% | $4,876-81.3% |
| Participant deferral / active EE | $7,580 | $6,630+14.3% | $6,247+21.3% | $5,439+39.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |