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 | $20,894 | $149,734-86.0% | $118,925-82.4% | $158,922-86.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.58% | 19.95%-5.4pp | 35.88%-21.3pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,721 | $4,115-9.6% | $3,263+14.0% | $4,761-21.9% |
| Participant deferral / active EE | $5,041 | $5,223-3.5% | $4,265+18.2% | $5,982-15.7% |
| Admin fee / account holder | $238 | $8,603-97.2% | $6,581-96.4% | $11,246-97.9% |